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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 goal, then click on «More» and «Transfer». Select 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.

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Chat with our team

Mon-Fri from 08:30 to 12:00
and from 13:00 to 17:30

hello@findependent.ch

24/7

062 552 02 04

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and from 13:00 to 17:30

No answer found?

Chat with our team

Mon-Fri from 08:30 to 12:00
and from 13:00 to 17:30

hello@findependent.ch

24/7

062 552 02 04

Mon-Fri from 08:30 to 12:00
and from 13:00 to 17:30

No answer found?

Chat with our team

Mon-Fri from 08:30 to 12:00
and from 13:00 to 17:30

hello@findependent.ch

24/7

062 552 02 04

Mon-Fri from 08:30 to 12:00
and from 13:00 to 17:30

Findependent AG is an account-holding securities firm authorised and supervised by the Swiss Financial Market Supervisory Authority FINMA.

The information on this website constitutes advertising for the financial services provided by findependent.

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© Findependent AG 2026

Findependent AG is an account-holding securities firm authorised and supervised by the Swiss Financial Market Supervisory Authority FINMA.

The information on this website constitutes advertising for the financial services provided by findependent.

ENGLISH

English

© Findependent AG 2026

Findependent AG is an account-holding securities firm authorised and supervised by the Swiss Financial Market Supervisory Authority FINMA.

The information on this website constitutes advertising for the financial services provided by findependent.