How can I transfer amounts and securities from my sole account to the joint account?

You can transfer cash and savings to this joint account via ‘My transactions – Transfers’.
For the ME1, ME3 and/or ME6 Savings account the normal notice period needs to be respected. To transfer savings of a ME1, ME3 and/or ME6, you can give an online instruction via ‘My transactions – ME withdrawal notice’.
Fixed Term Deposits cannot be transferred before the expiry date. Once the Fixed Term Deposit has expired you can transfer the amount online to an account of your choice.
To transfer securities from your securities account you can send us a secure message with the instruction.
Currently, funds of a personal model portfolio can only be transferred if there is a joint model portfolio. It has to concern the identical model portfolio. If you don’t have one yet, open it first. When opening a joint model portfolio, a minimum amount of EUR 2,500 is required. To transfer the funds from your personal model portfolio to the new joint model portfolio, send us a secure message.
Unfortunately, wealth management portfolios cannot be transferred to a joint account.