FAQ e-trading

Saving plans can be set up for selected ETFs, shares and themed certificates.

1. Select your preferred security
2. On the trading screen, set the order type to “Saving plan”
3. Select the maximum amount you want to invest on a regular basis
4. Select the frequency – either weekly, fortnightly, monthly, every two months or quarterly.
5. Set the start date for your first order

Select the “Transfer” menu item in e-trading to pay money into the desired e-trading account.

The following documents will be made available to you online in the secure area of e-trading under the “Documents” menu item: stock exchange statements, credit notes, debit notes, securities statement and interest statements.

You can view all corporate actions concerning your securities in the “Corporate actions” menu.

Before cancelling, be sure to sell or transfer all securities in e-trading.

Cancel e-trading by means of a message via e-finance or in writing to:
PostFinance Ltd
Scan Center
3002 Bern

Cancellation of e-trading is free of charge.

Call our contact center at: 0848 800 000 (charges apply). You can also carry out stock exchange transactions by telephone: 0848 900 009 (charges apply), Monday to Friday 8 a.m. to 10 p.m.

E-trading can be accessed from any Internet terminal without installing additional software.

PostFinance supports these operating systems and browsers.

All data that you send via e-finance is automatically encrypted and thus protected against potential attacks. An encrypted connection is shown by a “padlock” icon in the status bar of the Internet application.

Please also follow the safety recommendations from PostFinance.

If you have forgotten your password or disabled your account, get in touch with your contact person or call +41 58 448 14 14 (at telecom provider’s rate). We will send you a new password.

PostFinance gives security top priority for online financial transactions. E-trading uses a multi-level security system which effectively prevents attempts at fraud. The identification procedures ensure that only authorized people can access e-trading. All login data entered are protected with strong encryption. You can tell that there is a secure connection to PostFinance by the fact that the browser’s address line is highlighted in green and the connection partner “PostFinance Ltd” is displayed. Finally, automatic transaction monitoring ensures that there is additional security against fraudulent actions. The system recognizes suspicious transactions and blocks them, if necessary.

Please follow the safety recommendations from PostFinance.

• SIX: 9 a.m.–5.30 p.m.
• SIX Structured Products: 9.15 a.m.–5.15 p.m.
• XETRA: 9 a.m.–5.30 p.m.
• EUWAX: 9 a.m.–8 p.m.
• Frankfurt Parkett: 8 a.m.–8 p.m.
• Amsterdam: 9 a.m.–5.30 p.m.
• Paris: 9 a.m.–5.30 p.m.
• Brussels: 9 a.m.–5.30 p.m.
• Helsinki: 9 a.m.–5.30 p.m.
• London: 9 a.m.–5.30 p.m.
• Borsa Italiana (Milano): 9 a.m.–5.30 p.m.
• Madrid: 8 a.m.–10 p.m.
• Wiener Börse: 9 a.m.–5.30 p.m.
• BX Berne eXchange: 9 a.m.–4.30 p.m.
• Swiss DOTS: 8 a.m.–10 p.m.

Trading times North America:

• NASDAQ: 3.30 p.m.–10 p.m.
• NYSE: 3.30 p.m.–10 p.m.
• NYSE American: 3.30 p.m.–10 p.m.
• Toronto (Canada): 3.30 p.m.–10 p.m.

PostFinance has an investment blog that you can use to improve your knowledge of stock exchange transactions.

For an order to be accepted in e-trading, the following conditions must be met:

• You must have sufficient free funds after deduction of outstanding orders to cover the amount of your purchase order including expenses.
• In the case of a purchase order in a foreign currency (US dollar, euro), we calculate a reserve of +/– 1% on the exchange rate for security reasons.

Go to the “Orders” area to see and manage your open orders.

1. To cancel your order, select the corresponding recycle bin icon; if you want to change the order, click on the pencil icon
2. To delete the order, choose “Delete” in the following window
3. The deletion has now been initiated and carried out, provided the relevant stock exchange is open and your order has not yet been carried out in the meantime
4. You can check the status of the deletion in the “Orders” area.

You can view the status of your order in the “Orders” menu item:

• Open
• Executed
• Expired
• Execution pending
• Not approved
• Cancelled

You can use the notification service to request your current execution status via SMS or e-mail.

Stock exchange transactions:
0848 900 009 (charges apply)
Mon–Fri: 8 a.m.–10 p.m. (Swiss local time)

General information:
0848 800 000 (charges apply)
Mon–Fri: 8 a.m.–6 p.m. (Swiss local time)

Fax:
+41 58 667 66 01

Postal address
PostFinance AG
e-trading Contact Center
3030 Berne