It is possible to have several Pillar 3a accounts as a private person. With Inyova you can open a new Pillar 3a as well as transfer an existing Pillar 3a. Please be aware that your investments will be made into one single Pillar 3a account.
You can conveniently transfer an existing Pillar 3a in three easy steps:
- Create an Inyova 3a account.
- Login to your 3a dashboard to print and fill in the transfer form (to find your transfer form, go to the tab "Fund/ withdraw" and click on "Transfer an existing 3a").
- Mail it to your current 3a provider (via post).
- Lean back. Your 3a account will be transferred.
As soon as we receive your deposit, we will notify you via e-mail and automatically invest the money in your Inyova strategy within the next 10 working days.
Moving your Pillar 3a is very easy. However, there are a few things to keep in mind:
- Depending on the speed of your current provider, the transfer may take up to 3 months.
- The entire credit must be transferred, and the entire amount will be invested in your Inyova 3a strategy.
- Depending on the provider, a notice period and/or fees may apply.
- If your old 3a account contains securities, these are usually liquidated at the current rate and reinvested at Inyova at the current rate.
If you have any questions about the transfer, it is best to contact your existing Pillar 3a provider directly.
If you have any questions about the Inyova Pillar 3a, our customer team looks forward to hearing from you. Please send us an email to customers@inyova.ch or call us on +41 44 271 50 00.