Log in to eplix.ch and then click on the ‘Pesion benefits’ tile in the overview.
Then select the 'Pension 3a' tile.
In the first step, you will define your risk profile for the 3a account. Answer the questions. You can select your answer by clicking on the small arrow pointing downwards. After you have answered all the questions, click on ‘Continue’.
You will now see the risk profile that has been determined. To proceed to the next step, click on ‘Next’.
Now select your strategy. The pre-selected strategy is the recommended strategy for your risk profile. You can select a strategy that suits your needs by clicking on the appropriate place in the bar.
Scroll down and read the description of the strategy you have selected. If you agree, click on the confirmation button and then click on ‘Continue’.
On the page that is now displayed, you will find all the documents for the 3a account (regulations and the like). Scroll down to see all the documents and to accept them. If you click on the yellow-marked symbol, you can open and read each document individually.
Click on the button to confirm that you have read all the documents and accept them. Then fill in the location and click on ‘Portfolio erstellen’ (Create portfolio) to open your account.
The 3a account has been set up.
1. Here you can access the payment slip to transfer 3a funds from another 3a account to this one.
2. Payment slip for making deposits into your 3a account.