Log in to eplix and click on the ‘Pension’ tile in the overview.
Select the “Vested Benefits” tile.
First, answer the questions to set your risk profile. Click “Continue” to proceed to the next step.
Your risk profile, based on the questions you answered earlier, will be displayed; click “Next” afterwards.
The recommended investment strategy is preselected. You can also choose a different one to suit your needs.
Tick the box to confirm the selected strategy and click “Continue”.
Here you can access and view all the regulations relating to the vested benefits account via the highlighted icon. Scroll down to see more.
Click the button to confirm the regulations and fill in your location. Finally, click “Open portfolio” to set up the vested benefits account.
The vested benefits account has been set up. You can transfer funds (1) from another pension institution to the vested benefits account