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The customer support team is here for you.
Our support team is happy to advise and answer your questions.
Monday to Friday, 9:00 AM – 5:00 PM
Your most frequently asked questions answered
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The minimum deposit for a one-time investment is 10 euros.
The minimum deposit for regular monthly investments is 10 euros.
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Finax offers a comprehensive discount system that can reduce your account management fees. Check the ongoing promotions to obtain even higher discounts.
Referral discount:
If you recommend our services to your friends, both you and your friend can enjoy 1,000 euros of savings managed free of charge. The discount will be applied from the date of your friend's first deposit for a period of three years or until your friend makes the first withdrawal from the account. You can invite your friends to Finax using the unique invitation link in the app or web account overview..
Discount for transferring your investment to us:
If you transfer your investment to us, we will reward you. Whether you are currently investing through another securities dealer, own fund units, have an investment property, or hold investment life insurance, if you decide to transfer your investment to us, we will manage 50% of the transferred investment amount at no charge. The discount will be applied for two years or until the first withdrawal from your account. To qualify for this discount, provide us with an account statement showing the withdrawal or termination of the contractual relationship and the amount within 30 days after terminating the investment. This discount applies to transferred investments with a value exceeding 1,000 euros. Example: If you own shares in a mutual fund managed by a Slovak fund manager worth 30,000 euros and you decide to sell your shares and deposit 30,000 euros with us, we will manage 50% (15,000 euros) of the deposit free of charge for a period of two years or until your first withdrawal.
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Finax charges an annual fee of 1% + VAT on the value of assets under management (the total value of assets, i.e., securities and cash). The fee is charged monthly.
We also offer various discounts on the portfolio management fee. For instance, if you refer a friend who opens an account, we will manage 1,000 euros of your savings at no charge.
Check the ongoing promotions to obtain even higher discounts.
Here's an example: You have invested 20,000 euros and referred a friend who invested 10,000 euros. Both you and your friend have a discount of 1,000 euros. Assuming the month in question has 30 days and the value of your account remains unchanged over time, the monthly fee would be calculated as follows:
(20,000 - 1,000) * 0.0123 * (30/365) = 19.21 euros
- Finax actively participates in the deposit protection system through the Investment Guarantee Fund. Your assets are protected up to 50,000 euros. As an investment broker, we adhere to strict rules governing the management of client assets, ensuring they are strictly separated from the assets of our company. For more information, please visit www.garancnyfond.sk/investment-guarantee-fund.
- To find your account number, log in to Finax, where you see the accounts you have. Clicking on the account will show you the account details. One of the items is the account number.
- The way Finax invests your financial assets in a way that ensures your returns are tax exempt. This is achieved via a combination of applicable tax advantages in accordance with the current legislation. All this assuming you are a Slovak tax resident. If you pay taxes in a different country, stay informed about possible taxation aspects of investing in the country you pay taxes in.
Important contacts
Banking connection
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Account name: Finax klienti
Bank: Tatra banka, a.s.
IBAN: SK42 1100 0000 0029 4805 0714
Reference: Your Finax account number - how do I find my account number?
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Account name: Finax o.c.p. a.s.
Bank: Česká spořitelna, a.s.
Bank account number: 0826 6882/0800
Reference: Your Finax account number - how do I find my account number?
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Account name: FINAX CLIENTS
Bank: Citibank Europe
IBAN: HU36 1080 0007 7846 6009 0000 0000
Bank account number: 10800007-78466009-00000000
Reference: Your Finax account number - how do I find my account number?
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Account name: Finax o.c.p. a.s.
Bank: BNP Paribas Bank Polska SA
IBAN: PL18 1600 0003 1740 8221 7000 0001
Reference: Your Finax account number - how do I find my account number?
Please place only 10 characters in the payment reference, which are 10 digits indicating the portfolio number, without any other notes.
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