SWISSQUOTE INVESTEASY

I have never used them. They still seem relatively expensive for me. They are cheaper than some of course, but if we compare with Finpension Invest, they are still quite a bit more expensive no?
 
Thanks Baptiste !
i will look at Finpension also and their performance.
I thought at Investeasy as I have Swissquote account and have a reasonable performance.
Investeasy allows several accounts with different profiles which is not offered at Truewealth.
However Investeasy does not allow partial withdrawals while 'Trueweallth does. in case of withdrawal at Investeasy the total amount is repaid
have a great week-end
 
Yes, the convenience of having everything at the same provider can be interesting.
Denis said:
Investeasy allows several accounts with different profiles which is not offered at Truewealth.
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Indeed, that could be interesting. Finpension also allows that, but tha'ts a rare feature indeed.
Denis said:
However Investeasy does not allow partial withdrawals while 'Trueweallth does. in case of withdrawal at Investeasy the total amount is repaid
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I don't think that's true or it's new. At least their FAQ indicates that you can do partial withdrawals for Invest Easy. I don't know any Robo-advisor that do not allow partial withdrawals as long as you stay within the minimum.
 
Baptiste Wicht said:
Yes, the convenience of having everything at the same provider can be interesting.

Indeed, that could be interesting. Finpension also allows that, but tha'ts a rare feature indeed.

I don't think that's true or it's new. At least their FAQ indicates that you can do partial withdrawals for Invest Easy. I don't know any Robo-advisor that do not allow partial withdrawals as long as you stay within the minimum.
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thanks Baptiste but in Investeasy you cannot withdraw part as confirmed by their AI enclosed
 

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I called Swissquote help desk and they confirm AI information is correct and FAQ is incorrect. You cannot withdraw part of your portfolio... the solution is opening several accounts ...
 
Indeed you are right Gaikin ! I insisted saying it is unusual. they clearly said its like that for this product. its a shame as you can open separate accounts with different strategies. so I think open one strategy with them for reasonable amount... but I will continue to use Truewealth as their fees are nearly the same. unfortunately in TW you can open only ONE account and consequently ONE stategy. in TW you can withdraw any amount as long as you maintain minimum of 8500 frs.
 
i forgot to say only 4 accounts can be opened for one client, this makes things more complicated... its a shame as i have my main investment account with Swissquote
 
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