Invest the vested benefits
Financial investments are one way of building up assets. This also applies to the assets in the vested benefits account.
Transfer your vested benefits to frankly Transfer your vested benefits
With frankly you can get more out of your 2nd pillar. Even if you already have a vested benefits account with other providers, it’s easy to transfer your benefits to frankly.
Get more out of your 2nd pillar.
That's how easy it is:
In der App
In der 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 der Web-Version
In der 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.
We will pay your transfer costs!
We will pay any costs incurred in the sale of your previous securities (transaction costs) or the account closure fees in compliance with any notice periods as well as any fee for transferring your vested benefits (applies to all savings contracts with bank foundations).
How long will it take to transfer my vested benefits assets?
It can take several weeks for your previous pension fund to transfer your credit balance and send your termination statement to frankly. So there’s no need to worry if the money isn’t immediately visible in your frankly vested benefits account the next day.
