Happy Birthday!
Starting adulthood with some initial capital – what a luxury! Once you turn 18, you are entitled to access the UBS Investment Fund Account – or the digital version, UBS key4 smart investing – that was opened for you. Now you can lay down some important foundations for your financial future. Get in touch with us and gain access to your account. Here’s everything you need to do: Come to a UBS branch and bring your passport or ID with you.
What exactly is a UBS Investment Fund Account?
The UBS Investment Fund Account lets you easily invest in various funds, such as sustainable, regional or theme-based funds. You don’t need lots of prior knowledge to do so: Flexible advice is available and tailored to your personal wishes. It is digital, transparent and you can decide at any time how much you want to invest and in which funds.
Fund account explained in just 90 seconds
What exactly is UBS key4 smart investing?
UBS key4 smart investing is a digital platform that allows you to easily and flexibly invest in funds and ETFs with as little as CHF 50 – directly via the UBS Mobile Banking App or E-Banking. You can decide for yourself how much you want to invest, for how long, and in which topics or regions – for example, sustainability or Europe. The costs are transparent, you receive suitable suggestions for your risk profile, and you can adjust everything yourself at any time.
What can you expect in the consultation?
Coming of age is an important time to start laying the groundwork for your financial future. In our meeting, we will build your wealth pyramid together and show you how we can help you achieve your financial goals.
