Switch depot · Hamburg
Switch your depot to investa Vermögensberatung GmbH
Depot transfer made simple, digital and personally accompanied. Transfer your existing securities depot in a few clear steps – from preparation to digital submission.
Depot switch · Free
Get free advice on your depot switch now
Would you like to transfer your depot to investa Vermögensberatung GmbH? We accompany your depot switch personally, transparently and without unnecessary effort – from the initial assessment to digital submission.
* The switching bonus is granted exclusively in accordance with the respectively applicable conditions of investa Vermögensberatung GmbH. The requirements are checked and explained individually in advance. Without fulfilment of these conditions, there is no entitlement to a bonus.
Switching bonus of up to €1,000*
* The switching bonus is granted exclusively in accordance with the respectively applicable conditions of investa Vermögensberatung GmbH. The requirements are checked and explained individually in advance. Without fulfilment of these conditions, there is no entitlement to a bonus.
Beratung sichern
Request depot switch for free
Tell us briefly about your depot and your preferred timeframe – we will get back to you personally, review your case and accompany the transfer transparently through to digital submission.
- Free initial assessment of your depot switch
- Personal accompaniment by investa Vermögensberatung GmbH
- Individual review of possible conditions and switching bonus
- No obligation, transparent and without pressure
Process
Here’s how it’s done
A depot transfer can take different amounts of time depending on your previous bank, the securities involved and the respective settlement bodies. We accompany you transparently through each step.
Open depotOpen depot
Open your depot via the “Open depot” area or start the depot switch once your access is active.
Log in
After successfully opening your depot, log in to account management with your credentials.
Open Transfer & Funds
Open the “Transfer & Funds” area in account management to prepare the transfer.
Transfer positions
Select “Transfer Positions” to start the depot transfer for individual or multiple positions.
Choose transaction type
Select the appropriate transfer type in the “Transaction Type” area and enter the details of your previous depot.
Check data
Carefully check the transfer method and all depot and position data.
Submit order
Submit the order digitally. Your depot transfer will then be processed.
Personal accompaniment
If you have questions about switching depots, investa Vermögensberatung GmbH is personally at your side.
Support
Need support?
Contact us by phone at +49 (40) 767 93 369 or by email at info@investa-vb.de. We are happy to help you with all matters.
Location
Bramfelder Straße 123
22305 Hamburg
Tied agent pursuant to § 3 para. 2 WpIG under the liability of ATVANTIS Asset Management GmbH. Further information in the Imprint.