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:
- 1 Register for frankly online and open your frankly vested benefits account, including your preferred strategy
- 2 Are you already a frankly customer? Simply log in to frankly via computer or tablet. Click on the "fz" tab on the left side of the frankly homepage and open a vested benefits account with frankly.
- 3 Click on the “transfer to frankly” tile in the frankly start screen. Simply select your current pension provider from which you would like to transfer your vested benefits assets to frankly.
- 4 Enter your contract number from your current provider. If you don’t have them to hand right now, you can just skip this step. The same applies to your social security number.
- 5 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.
- 6 Important: Check your information again, sign the form and send the transfer order to your current pension provider as soon as possible. Done.
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.
