How can I transfer the securities of an existing ZKB pillar 3 solution to frankly?
Making a transfer is not possible. But you can still switch from ZKB Savings 3 Securities to frankly.
Ho to do it:
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 Zürcher Kantonalbank.
- Enter details: Enter your policy number or the IBAN number from your current pillar 3a account. 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 us.
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.
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 Zürcher Kantonalbank.
- Enter details: Enter your policy number or the IBAN number from your current pillar 3a account. 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.
You’ll benefit from the many frankly advantages.
Note
When you transfer, please note that your securities will be sold and then reinvested. In the case of indexed funds, issuing and redemption fees are also payable to the fund, which are now settled using the crossing method. Therefore, the values on the fact sheets are maximum values and may be lower if purchases and sales are made on the same day.
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.
