Selma Finance

You can withdraw money or close your account at  at any point in time.

Can I withdraw money or close my account at any time?

Add an extra layer of protection to your Selma account by enabling two-factor authentication (2FA).

How to secure your Selma account with two-factor authentication (2FA)

The money on your Selma investment account is stored at your personal bank account at Saxo Bank Switzerland.

Where is my money stored?

Selma is regulated as an independent portfolio manager in Switzerland authorised by FINMA.

Where is Selma regulated?

The bank account and all the money and investments we manage for you at Selma are all held in your name at the respective bank.

How is my money kept secure?

Your money goes to your new investment account, that Selma opens for you.

Where is my investment account?

​In all cases, you would always be in full control of your bank account and invested assets.

What if Selma goes public, is acquired or goes bankrupt?

As a customer, your data will be treated with utmost care, stored in highly secure data centers and protected by strong safeguards.

How is my data secured?

Confirming your email address is essential to keep your account secure and log in smoothly.

I can't log into my Selma account

Planning for what comes after is part of life. Discover how to make the process as smooth as possible for your heirs.

What will happen to my investment account if I die?

Once you have submitted your account opening, there is a chance we could contact your to ask for additional details. Find out why.

Why do I have to provide additional information before opening my account? (Know Your Customer)

Laurène Soubrier

Marco Barmettler

Security

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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