FAQ

FAQ Overview

How can I make staggered investments in securities?

You can also make a staggered investment in the “Independent” investment mode.

frankly distinguishes between a autonomous and an automatic investment mode.

In autonomous mode, you enter each investment or sales order in the app yourself. In automatic mode, frankly invests your entire account balance in the desired investment product as soon as your account balance is above CHF 5.

Staggered investments need to be made in autonomous mode. This way, you can decide for yourself when each different amount is invested.

Staggering is also possible by combining the automatic investment mode with a standing order to frankly. Funds added to your pension balance are then invested straight away.

How it works:

How it works:

You can change the investment mode at any time by clicking on the desired account in your dashboard. In the account details view you just have to switch to ‘Automatic’ or ‘Independent’ .

Change investment mode

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