Free Finax account - how to get it?

marec 31, 2023 11:41

Juraj Hrbatý

Fees significantly affect the outcome of your investment. If you want your Intelligent Investing costs to be as low as possible or even zero, then this article offers you instructions on how to get your account completely for free.

1. Discount for a friend referral

Do you like our service and are you willing to share this information with your friends? Recommend our services to your network and get 1,000 euros for each referral managed for free for yourself and for your friend. You will get a discount from the date of your friend's deposit for a period of 3 years.

Invite your acquaintance by sending your unique referral link from the mobile app (Discounts & Fees section in the More menu) or from the online account overview on the Finax website (Get Discount section)

For more information on inviting friends, see the separate article.

2. Discount for a transferred investment

Transfer your investment to Finax and we will reward you.

If you are currently investing through another securities broker, or if you own mutual funds, or you have closed an unit-linked life insurance and you decide to transfer these investments to us, we will manage 10% of the amount of the transferred investment for free during next five years as a reward.

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You can document the transfer of the investment from another institution by an account statement or confirmation that shows the termination of the contractual relationship and the amount withdrawn. Termination of the investment must not be older than 30 days prior to the deposit of funds to your Finax account.

Example: You own units in the value of EUR 5,000 with a Slovak manager. You sell them. After that you decide to deposit the 5,000 euros with us. We will manage 10% (€ 500) for free for the next five years or until your first withdrawal.