Do the pillar 3a comparison!
Did you know that with frankly you save money even when saving? You can save this much in fees with frankly compared with competitors.
Transferring your pillar 3a to frankly is easy Transferring your pillar 3a is easy
Make more of your 3rd pillar with frankly. Even if you already have pillar 3a accounts with other providers, you can easily transfer them to frankly.
Make more of your 3rd pillar with frankly.
Why should I switch my pillar 3a?
You already have a pillar 3a? Make a pillar 3a comparison with your current provider here. This is how much you can benefit with frankly.
That's how easy it is:
Transfer via App
Transfer via App
- Download the frankly app for free, and open your pillar 3a, including your preferred strategy. It takes just a few minutes.
- In the start screen of the frankly app, select «+» and then «transfer 3a to frankly».
- Simply select your current pension provider from which you would like to transfer your pillar 3a assets to frankly.
- In the next step, enter your policy number or IBAN at your current provider. If you don’t have them handy, you can just skip that step.
- Now you can choose whether you would like to receive the PDF by post (including a prepaid envelope) or whether you would like to download and print it yourself.
- Important: Check your information again, sign the form and send the transfer order to your current provider as soon as possible.
Transfer via computer
Transfer via computer
- Register for frankly online and open your pillar 3a, including your preferred strategy. It takes just a few minutes.
- Click on the «Transfer» tile in the frankly start screen.
- Simply select your current pension provider from which you would like to transfer your pillar 3a assets to frankly.
- In the next step, enter your policy number or IBAN with your current provider. If you don’t have them handy, you can just skip that step.
- Now you can choose whether you would like to receive the PDF by post (including a prepaid envelope) or whether you would like to download and print it yourself.
- Important: Check your information again, sign the form and send the transfer order to your current provider as soon as possible.
How do I benefit if I transfer my existing pillar 3a to frankly?
- Attractive costs: Thanks to frankly’s all-in fee, it is 59% cheaper than comparable securities savings solutions. The all-in fee on securities balances is currently only 0.44%. The more users save together, the cheaper it will become, thanks to the community discount.
- Different investment strategies: You can open up to five pillar 3a accounts in the frankly app and choose completely different investment strategies for each pillar.
- Easy to open and manage: With frankly, it’s simple to manage your retirement planning entirely online. No bank visits and no paperwork.
How long does it take to transfer to frankly?
Depending on the provider, it may take several weeks to complete the order. When making 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, we will cover any fees related to the transfer for you (see the question in the frankly FAQ: “Will frankly cover my costs for transferring the funds to frankly from my bank?”). Our frankly support service will be happy to answer any questions you may have.
Incidentally, the entire 3a assets in an account are always liquidated and transferred to the new provider, since individual pillar 3a accounts cannot be split for legal reasons.
How do I get my transfer costs reimbursed?
To get a refund of your transaction costs or account closing fees for your transfer to frankly, please send us your fee statement from your former bank foundation to support@frankly.zkb.ch.
We will grant you the refund as a discount on the all-in fee. You’ll see it at the end of the quarter under «Profile» -> «Fees».
