How the online onboarding works
You can watch the onboarding video here:
Step 1: Installation Vontobel Access Application
Scan the QR code with your cell phone and install the app.
Step 2: Registration
Click on the button "Complete ellexx 3a now" Enter your personal information, read through everything, check the boxes and click on "Next" You will now be shown a QR code, scan the QR code with your cell phone and install the app.
Step 3: Account opening
If you have registered directly on your cell phone, you will receive a link that will take you directly to the Vontobel Access app.
Open the Vontobel Access app on your cell phone, read through the information and click on the "Scan QR code" button at the end. Scan the QR code.
The Access app will now guide you through the whole process.
Step 4: Identification
When opening an account, you will be asked to complete a video identification. This is possible during the week from 8:00 to 20:00 and on Saturday from 8:00 to 16:00. Video identification is not possible on Sundays and public holidays. But you can start now and complete the identification later.
Step 5: Account closure
You will now be asked to enter your contact details and the desired language and to sign your documents digitally. Follow the instructions in the Vontobel Access app.
Step 6: Log in
You can now use this Link to log in to your ellexx 3a at any time. Important: Your personal BVG number is automatically displayed as your user name. Make a note of it, as it will be your username for the portal in future.
Step 7: Risk profile
Answer the questions in a way that is true for you. There is no right or wrong – your risk profile is entirely individual. You can accept your assessment or edit your answers again. If you're unsure, you can always contact our Vontobel experts for a free consultation. Important: You can also adjust your risk profile at any time afterwards.
Step 8: Completition
Enter your AHV information, read through everything, confirm that you have read and signed your 3a documents. You no longer need the Access app and can delete it. You can log in to your account here at any time.
Now you're ready! You can transfer your pension assets from an existing pillar 3a or make a direct deposit
Still have questions?
Our experts are here for you:
I am at your side as a passionate and committed financial planner at Bank Vontobel. I have a wealth of experience in the financial sector and offer you comprehensive support in the areas of pensions and wealth.
My mission: I want to inspire even more women about the topic of finance in the future and accompany them on their financial journey into the future, taking into account their personal needs, life goals and expectations.
I have been a financial planner at Bank Vontobel for ten years.
My mission: I want to passionately support women in achieving their financial goals.
Why ellexx works together with Vontobel
With the ellexx 3a pension solution in cooperation with Vontobel and the Vontobel 3a Pension Foundation, you can make sensible provisions. The sustainably oriented family business is managed by a new young generation. This generational change is also reflected in the investment area: Vontobel has made a contractual commitment to ellexx to explicitly add investments that take particular account of gender equality and diversity above a certain volume*.
Vontobel plays a pioneering role in the selection of sustainable products in Switzerland and, among other things, prevents greenwashing by demanding transparency in sustainable investment products.
*This volume has not yet been reached.
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