Merry Christmas and Happy New Year 2023! 🎄🎅🎁
It has been a challenging year for all of us, but we are grateful to have had the opportunity to work with such wonderful clients like you.
#MerryChristmas#HappyNewYear#Simplewealth
We have launched fully online onboarding - you take a survey, get identified, and immediately transfer your details to Interactive Brokers to open an account.
Try it now: https://t.co/WjO70559Sc
We'd love your feedback!
#Interactivebrokers#swissfintech#fintech#roboadvisor
We have updated the algorithm for US citizens, so you don't worry about Passive Foreign Investment Companies.
Your citizenship (sole or second) is automatically taken into account during onboarding, and only US papers will be in your portfolio.
#roboadvisor#vermögensverwaltung
Many thanks to everyone who responded and sent comments about the onboarding process - we've made a lot of useful changes! 💪🏻💪🏻
Now, the registration, identification and signing of the asset management contract take only 5 minutes!🏎🏎🏎
Try it now: https://t.co/KCoFLiSwSz