Guides

12 articles

How do I change my mailing address?

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

Updated by Laurène

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

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

Updated

How to fill in my tax declaration using the Selma tax statement

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

Updated by Laurène

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 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When a 3a account is withdrawn, it is automatically closed afterwards.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 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 by Laurène

Investment preference: Sustainability

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

Updated 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 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 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 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 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 by Marco Barmettler

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