Online consultation

Personal, convenient and straightforward

With our online consultation service, you can get advice from the comfort of your own home – without having to travel. We are happy to take into account your financial situation and your wishes.

  • You will receive an appointment confirmation from us via e-mail with a link that you can use to take part in the consultation. During the call, you will see your advisor via video. At the same time, the consultation content will be displayed on your screen. If possible, turn on your camera for a more personalized conversation experience. We look forward to meeting you.

  • For a pleasant online consultation you need:

    • Computer or laptop (preferably with webcam) and headset
    • Reliable Internet connection
    • Quiet environment for an undisturbed conversation
    • You require a compatible browser such as Microsoft Edge, Mozilla Firefox or Google Chrome (you can also use Safari with possible restrictions). Do the browser test and check your current browser version.

    Note: If you use e-finance, log in to your e-finance account shortly before the online consultation for a more enjoyable consultation experience and click on the link in the appointment confirmation.

  • The video call will be recorded for security and quality assurance purposes. You can find details on the data collected, the purposes of processing and other relevant information in the PostFinance Privacy Policy.

  • The security of your data is our top priority, and we regularly check compliance with security standards. Data is therefore exchanged via a secure connection. The consultant is unable to access your computer at any time. They only share their screen content with you.

  • If possible, carry out an online consultation using a personal device. Employers usually have firewalls in place that can restrict access to online consultations.

Book an online consultation now

Benefit from our knowledge – including digitally.