Start with Werthstein Invest today!

Becoming a Werthstein Invest client is easy.
It takes just a few minutes and can be done completely online

During registration, we validate the suitability of investing with Werthstein according to your personal situation and collect all the data we need from you to open a bank and custody account.

Please make sure you have the following information and documents at hand when you register:
Your bank account

We need the IBAN of your main bank account from which you want to fund your investment. We use a SEPA direct debit to transfer your investment amount. If your bank is outside Germany, we will also need the BIC (SWIFT code) of your bank.

Your tax identification number (TIN)

To open a bank account, you need to provide the unique reference number by which your tax authority identifies you. Each country has a different way of assigning so-called tax identification numbers (TIN) – you can find a description for each EU country here. Swiss clients use their AHV number.

Passport or ID

Finally, in order to validate your identity, you should have your passport or ID ready. Click here for a list of eligible documents.

All-in fee max. 0.85% per year
0.35% for investments above 100,000€

All-in fee covers our investment management fee as well as account fees, custody fees, and transaction fees for normal usage.
Minimum investment 35,000€.

A note to clients banking in Switzerland
Swiss banks are not legally required to participate in the EU payment system SEPA. While most are able to accept SEPA direct debits, their clients typically need to authorize their bank to participate in the SEPA direct debit system. Please contact your bank to make sure that we can direct debit your Swiss bank account via SEPA direct debit before you register. Contact us at if you have any questions.