How to start

Two simple steps

We will ask you some personal questions about you, your life, your goals, and your financial situation.

Don't be confused: this has no human involvement, and your answers and numbers are needed for the calculation for your personal risk profile.

We will create a customized portfolio for you that will include several ETFs.

Step 01
Step 02

The percentage of stocks and bonds in these ETFs will be tailored to your risk profile and goals.
We create different portfolios for different clients.

How to start:
step-by-step

We will ask you some personal questions about you, your life, your goals, and your financial situation.
Don't be confused: this has no human involvement, and your answers and numbers are needed for the calculation for your personal risk profile.

Your investment profile

Step 01

We need to make sure that you really exist. You will need a proof of address (utility bill), your passport and a quiet place to take a selfie.
You can use your phone or a webcam.

Online identification

Step 02

We will ask you to answer approximately 10-15 questions to understand your goals, investment expectations, and investment horizon. Our unique algorithm uses answers that calculates the risks and give you an approximate investment outcome.

Get a preview

Step 03

The questionnaire may feel long and too personal to you, but in the end, our team can only view the result – the calculated risk level (1-2-3-4-5). It is done without any human involvement.

After consultations with our experts, you can also change this level by yourself and get riskier and potentially more profitable.

In the end, you have to sign your contract online (literally, just print on the keyboard, e.g. JOHN SMITH). A printed version with our signature will be send by post.

Sign the contract!

Step 04

What happens then? The data we have collected will be sent to our custody bank to open an account.

The account will be opened under your name, and you will also receive access details in a separate email directly from the bankers.

How to start investing
with us

Get a free preview!

Take just a few minutes, answer the questions in our questionnaire and get a personalized estimate for the next 10 years.

Our algorithm empowers you to create a portfolio based on your preferences and goals.

Not sure?

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Autorisation
Switzerland
Investing implies your capital is at risk. The value of your account depends on market movements and you may get back less than you invest.
Past performance is not an indicator of future performance. Unless otherwise specified, all return figures shown above are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions.
Simplewealth AG is a Swiss-based advisory service, designed to assist clients in achieving discrete financial goals. We are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere.
© SIMPLEWEALTH AG 2015 — 2022.
MADE WITH ❤️ IN BEAUTIFUL
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Simplewealth AG charges and expenses.
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All your investments are insured. Up to USD 500k
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Simplewealth AG charge sand expenses.
Client securities accounts at Interactive Brokers LLC are protected by the Securities Investor Protection Corporation ("SIPC") for a maximum coverage of $500,000 (with a cash sublimit of $250,000) and under Interactive Brokers LLC's excess SIPC policy with certain underwriters at Lloyd's of London 1 for up to an additional $30 million (with a cash sublimit of $900,000) subject to an aggregate limit of $150 million. Futures and options on futures are not covered. As with all securities firms, this coverage provides protection against failure of a broker-dealer, not against loss of market value of securities. For the purpose of determining an Interactive Brokers LLC client account, accounts with like names and titles (e.g. John and Jane Smith and Jane and John Smith) are combined, but accounts with different titles are not (e.g. Individual/John Smith and IRA/John Smith). SIPC is a non-profit, membership corporation funded by broker-dealers that are members of SIPC.
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