Can I combine two investment goals? Can I transfer only part of one goal to another?

You can easily combine two investment goals yourself in the app. To do so, click on the name of your goal, select “Transfer“, and then choose the desired destination goal.

It doesn’t matter whether you use the same investment solution for both goals or not. We don’t charge a fee for this. However, please note that when combining different investment solutions (e.g., “Risky” and “Careful”), some assets will need to be sold to align with the target investment solution.

What is not possible is a partial transfer of your goal. For example, you cannot move half of the 10’000 francs from your goal A, i.e. 5’000 francs, to goal B.