How do I switch my current 3rd pillar or vested benefits to frankly?
You can switch an existing pillar 3a or vested benefits to frankly and benefit from the low fees and attractive potential returns. Switching in the frankly app is easy and takes less than a minute.
Switch pillar 3a
In the App
In the App
- Download app: Open your pillar 3a in just a few minutes with your preferred strategy.
- Start transfer: After opening, navigate to the start screen of the frankly app and open the “Pillar 3a” tile. Select the account you want or click on the three dots on the right. Then click on “Transfer” or “Transfer to frankly”.
- Select provider: Select your current pension provider from which you would like to transfer your pillar 3a assets to frankly.
- Enter details: Enter your policy number or the IBAN number from your current provider. If you don’t have them available right now, you can skip this step.
- Obtain PDF: Decide whether you would like to receive the PDF by post (incl. pre-paid envelope) or download and print it yourself.
- Submit form: Check your details, sign the form and send it to your current provider as soon as possible.
Done! Opening a pillar 3a account with frankly and transferring your assets is that easy.
frankly tip
If you want to transfer multiple accounts to frankly, we recommend that you open multiple pillar 3a accounts with frankly and issue transfer orders for each frankly pillar 3a.
Here you'll find all the key information on how to transfer your pillar 3a to frankly.
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In the web version
In the web version
- Register online: Open your pillar 3a in just a few minutes with your preferred strategy.
- Start transfer: After opening your account, go to the start screen and click on “Transfer” on the right-hand side of your desired account.
- Select provider: Select your current pension provider from which you would like to transfer your pillar 3a assets to frankly.
- Enter details: Enter your policy number or the IBAN number from your current provider. If you don’t have them available right now, you can skip this step.
- Obtain PDF: Decide whether you would like to receive the PDF by post (incl. pre-paid envelope) or download and print it yourself.
- Submit form: Check your details, sign the form and send it to your current provider as soon as possible.
Done! Opening a pillar 3a account with frankly and transferring your assets is that easy.
frankly tip
If you want to transfer multiple accounts to frankly, we recommend that you open multiple pillar 3a accounts with frankly and issue transfer orders for each frankly pillar 3a.
Here you'll find all the key information on how to transfer your pillar 3a to frankly.
Switch vested benefits
In the App
In the App
- Download app: Open your vested benefits account in just a few minutes with your preferred strategy. Are you already a frankly client? Simply log in and open the “Vested benefits” window. Then click on “Vested benefits”.
- Start transfer: After opening your account, go back to the home page, open the Vested benefits window again, select the account you have opened and click on “Transfer”.
- Enter details: Select your current pension provider and enter your policy number or the IBAN number from your current provider. If you don’t have them available right now, you can skip this step.
- Obtain PDF: Decide whether you would like to receive the PDF by post (incl. pre-paid envelope) or download and print it yourself.
- Submit form: Check your details, sign the form and send it to your current provider as soon as possible.
Done! Opening a vested benefits account with frankly and transferring your assets is that easy.
In the web version
In the web version
- Register online: Open your vested benefits account in just a few minutes with your preferred strategy. Are you already a frankly client? Simply log in and open the “Vested benefits” window. Then click on “Vested benefits”.
- Start transfer: After opening your account, go to the start screen and click on “Transfer” on the right-hand side of your desired account.
- Select provider: Select your current pension provider from which you would like to transfer your vested benefits assets to frankly.
- Enter details: Enter your policy number or the IBAN number from your current provider. If you don’t have them available right now, you can skip this step.
- Obtain PDF: Decide whether you would like to receive the PDF by post (incl. pre-paid envelope) or download and print it yourself.
- Submit form: Check your details, sign the form and send it to your current provider as soon as possible.
Done! Opening a vested benefits account with frankly and transferring your assets is that easy.
Important
When you make the transfer, please note that your securities will be sold and then reinvested. This means that you won’t have any investments for a few days. If you have index-linked funds, you will also be required to pay issuing and redemption fees to the funds. However, the transaction fee will be waived in full if you transfer your account to frankly. The frankly support service will be happy to answer any questions you may have.