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!
You will need:
- Smartphone, tablet or PC
- Stable internet connection
- Passport or identity card
- IBAN
- For customers outside Germany: certificate of registration and tax number
Opening a custody account
Invest assets in 3 steps
1
Investment preferences
To enable us to propose a suitable strategy, we ask you about your financial situation and investment preferences.
2
Individual information
In this section we need your data so that we can prepare your deposit opening.
3
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.
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)
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, 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
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
