Guides

12 articles

How to close my investment account?

To close your investment account, please contact us in the chat and we will take the necessary steps.  You will have to sell your investments so that your investment account is empty before we can close it.

Updated 2 months ago by Laurène

How to close my 3a account?

When a 3a account is withdrawn, it is automatically closed afterwards. The same applies if the 3a account is transferred from Selma to another provider, the 3a account is automatically closed.

Updated 2 months ago by Laurène

How to close my Selma user account?

Your investment account & your 3a account must be closed before you can close your Selma user account.  To close your Selma account, please contact us in the chat and tell us the reason for closure. We will then gladly take the necessary steps to close your Selma account.

Updated 2 months ago by Laurène

Investment preference: Sustainability

Turn investment preference on and off to fine-tune your investment mix.

Updated 3 months ago by Laurène

Invite friends, earn money

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

Updated 3 months ago by Laurène

How do I open my investment account with Selma?

At Selma you are able to ditch old post and paper processes and open a bank account with our custodian bank Saxo Bank (Switzerland) completely online. Your data and your identity is always safe with…

Updated 3 months ago by Laurène

How to add my referral or bonus code?

Promo and referral codes can only be activated before money arrives on your account.

Updated 3 months ago by Laurène

How to add a new reference account

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

Updated 3 months ago by Laurène

Tax report

As a Selma client, you receive a Swiss Tax report once a year.

Updated 3 months ago by Laurène

How do I change my mailing address?

Simply send us both addresses (old and new), we'll take care of updating your details.

Updated 4 months ago by Laurène

Moving away from Switzerland

Unfortunately, due to regulatory requirements, we cannot offer portfolio management for customers abroad. Your Selma investment account must be closed when you leave Switzerland.

Updated 4 months ago by Marco Barmettler

How do I invest monthly (or more often) with Selma?

Simply send money monthly (or occasionally) to your Selma account.

Updated 5 months ago by Valeria Gasik

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