Selma Finance

The e-tax statement you receive from Selma helps you complete your Swiss tax declaration quickly and easily.

How to fill in my tax declaration for my Selma investment account

To reach your financial goals, Selma recommends regular investing. This ensures steady wealth building and helps manage market fluctuations.

How to invest regularly with Selma

You can update your home address through the mobile app.

How do I change my mailing address?

You will have to sell your investments, because we can only close an empty investment account. Then, contact us in the chat. 

How to close my investment account?

First, close your investment account & your pillar 3a account. Then, contact us in the chat.

How to close my Selma user account?

When a 3a account is withdrawn or transferred from Selma to another provider, it gets closed automatically.

How to close my 3a account?

Verify your identity in a few minutes to open your Selma investment account securely and fully online.

How to complete the identification to open my investment account?

Unfortunately, due to regulatory requirements, your Selma investment account must be closed when you leave Switzerland to move abroad.

Do I have to close my investment account if I move abroad?

Promo and referral codes can only be activated before your first deposit.

How to add my referral or bonus code

Select this portfolio theme to align your long-term investments with your values.

What is Selma's Sustainable portfolio theme?

Invite your friends to Selma and earn CHF 34.- in cash - as bonus to your investment account. Your friend will also get CHF 34.-.

Invite friends, earn money

All you have to do is to transfer a small amount to your investment account from the desired bank account. It only takes a minute!

How to add a new reference account?

It is imperative that you inform us of any changes to your name so that your Selma account reflects your current name.

How to change my name on my Selma account?

Discover how to easily give someone else access and control over your Selma investment account.

How to set up a power of attorney for my investment account?

Updating your information for regulatory purposes | FAQs

When will my tax statement be available?

This is only possible in the web app under "Transactions" – not in the mobile app.

Can I export the list of my transactions?

Your account statement is available in just a few clicks whenever you need it.

How to generate an account statement

Your investor profile enables Selma to choose the right investments for you and advise you on your finances.

What is the investor profile?

If Selma requests a document, you can securely provide it by uploading it directly through the mobile app.

How to upload a document to my Selma account

Learn how to create your Family, invite others, and more.

How to manage my Selma Family

Retroactive pillar 3a payments (top-up payments) are possible for contribution gaps from the past ten years (starting in 2025) and are subject to several conditions.

How to pay into my pillar 3a for previous years?

Marco Barmettler

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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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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