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Onboarding Process

Anytime and from anywhere

Digital and uncomplicated to first-class asset management

In the registration process, we guide you step by step to your securities account. Thanks to our digital registration path, you can start managing your assets with Estably at any time and from anywhere – you don’t need any special prior knowledge!

Onboarding Estably

You will need:

Opening a custody account

Invest assets in 3 steps


Investment preferences

To enable us to propose a suitable strategy, we ask you about your financial situation and investment preferences.


Individual information

In this section we need your data so that we can prepare your deposit opening.


Verify identity

After choosing the strategy, you will be directed to the Video Identity process (identity. TM) for identity verification and digital signature.

Do you have questions about the registration process?

Together for the right strategy

Based on a few questions, we will determine your risk rating, on the basis of which we will suggest your optimal strategy. This is only a recommendation on our part – of course, you have the final say. Our strategies differ in the proportion of shares they contain, which influences both your return and possible fluctuations.

best of funds strategie
ITM Estably

Video identification through ITM

In this step, we check the legitimacy of your data. Here we work together with “Identity Trust Management (ITM)” from Germany. In a video call, an ITM employee records your personal data. Simply have your passport or identity card ready and follow the instructions. Just one more step and you’re there!

How do you want to deposit?

In the last step, you choose your desired deposit method. The following options are currently available to you:

  • SEPA direct debit (Baader Bank)
  • Bank transfer (Baader Bank & LLB)
Estably Mockup Digitaler Vermögensverwalter

Keeping an eye on the developments of your portfolio

After opening your account, you will receive access to your personal dashboard, where you can view the performance of your investments at any time.

As part of our service you will also receive:

Regular quarterly reports on your companies
Information on purchases and sales in your portfolio
An annual income statement for your tax return
Of course, you can still contact us personally if you have any questions.

Frequently asked questions

Generallly, our customers complete the registration process within 20-30 minutes.

Opening your custody account and account at Baader Bank usually takes between 3 and 5 days.
At Liechtensteinische Landesbank, it takes approximately 14 days to open your custody account after completing the registration process.

Yes. Once both custody account holders have each completed our Onboarding process with their own account, we will send you the completed joint custody account agreement to sign.

Yes, this is possible. Simply set up a standing order with your bank in favor of your account at Baader Bank or Liechtensteinische Landesbank.

More return on your assets

Start your high-performance investment

Markus Prodinger, Geschäftsführer von Estably

We advise you without obligation and free of charge

  • Get to know the advantages of digital asset management!
  • Learn how we invest your assets
  • We answer all your open questions

No all-in fee until the end of the year