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Top 5 things to do when you start with Selma
Top 5 things to do when you start with Selma

You have just opened your Selma investment account and are wondering what's next? Learn how to make the most out of it here.

Laurène Soubrier avatar
Written by Laurène Soubrier
Updated over 5 months ago

1. 📱 Download the mobile app

The Selma mobile app is where everything happens! Discover unique features like Selma AI, on-going deposit plan and stats that will allow you to understand your portfolio better and follows its evolution from anywhere, anytime.

You can find the Selma app in the Apple App Store or on Google Play.

2. 📆 Set up a monthly standing order

Regular investing is the key to better returns and to a brighter financial future. Setting up a standing order is the best way to build your wealth gradually without having to think about it, and it's very simple. Just follow the guide.

Not convinced yet? Check out our article about monthly investing.

3. 💌 Invite friends & earn money

For each friend you invite using your unique recommendation link who opens a Selma account and funds it, you both get CHF 5'000.- managed free of charge of a year (that's CHF 34.- each).

This bonus is cumulative too, so invite your friends now!

4. 🗣️ Join the contributor community

Do you want to share your ideas and feedback with the humans behind Selma? Get involved on our contributor page.

5. ⭐ Leave Selma a review

By giving us an honest review, you give us the opportunity to constantly improve our services. Plus, you also help other people who are also looking for a digital financial planner find us more easily.

So, how many stars do we get?

Want do dig deeper?

Start a pillar 3a account

It's great that you have opened a investment account. Now keep taking care of your long-term financial health by starting saving on a pillar 3a account. You can:

  • open a new pillar 3a account

  • transfer an existing one to Selma.

Did you know that by having one or more pillar 3a accounts you can benefit from yearly tax advantages?

Check out our learning platform

We regularly publish articles there. You can start with:

Read our quarterly market updates

Every quarter, we put together a summary of what's happened on the markets recently. Check it out!

If you made it this far, rest assured that you have taken excellent care of your finances! Now you can let Selma handle your investments and go do something you enjoy more. 😊

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