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
Kontaktcenter E-Trading
3030 Berne

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.

PostFinance supports these operating systems and browsers.

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

All data that you send via e-finance is automatically encrypted and thus protected from 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.

• 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.

Yes, e-trading is integrated into the PostFinance App and can be downloaded from the relevant store.

The postfinance.ch/e-trading website contains all the information you need along with the option to subscribe to e-trading.

When you are logged on to e-finance, in the “Services” menu, choose the “Subscribe to products” tile and then “E-trading” from the selection menu.

In our e-finance demo version, you can run through the necessary steps and familiarize yourself with the process of signing up for e-trading.

E-trading is a purely online service and is integrated into e-finance.

When all the conditions have been met, e-trading will be available to you within a few minutes of starting your online subscription. If additional documents are required to start your subscription to e-trading, you will receive corresponding information in the mail.

• Resident in Switzerland
• Natural person
• Of legal age
• Swiss citizen or in possession of a residency permit B/C
• Beneficial owner of the assets
• Owner of a PostFinance account
• Tax domicile in Switzerland

No, only natural persons can subscribe to e-trading.

Swiss stock exchanges:

• SIX Swiss Exchange
• BX Swiss
• SIX Structured Products
• Off-exchange Switzerland
• Swiss DOTS

Foreign stock exchanges:

• Frankfurt
• Xetra
• Euronext (Paris, Amsterdam, Brussels)
• NASDAX OMX (Copenhagen, Stockholm, Helsinki)
• Borsa Italiana
• Madrid
• Vienna Stock Exchange
• EUWAX
• Off-exchange Germany
• London Stock Exchange
• NYSE
• NYSE American
• NASDAQ
• Toronto
• TSX Venture

• Equities
• Bonds
• Derivatives
• ETFs
• Funds
• Structured products
• Tracker certificates
• Wikifolio certificates in CHF and EUR
• Sponsored trades (special offers)

No, PostFinance does not grant lombard loans.

The prices and conditions for e-trading can be found at postfinance.ch/e-trading under “Prices and conditions”.

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

Your customer deposits and securities are stored with PostFinance. PostFinance is part of the depositor protection scheme, whereby customer deposits are protected up to a value of CHF 100,000 per customer. Securities do not fall under the depositor protection scheme, however they would be issued to you in the event PostFinance were to go bankrupt. Swissquote is the technical partner and is responsible for the handling of stock exchange orders.

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.

Yes. You can only grant authorizations in writing. Fill in the form linked below and send it to PostFinance.

Authorizations form

For security reasons, PostFinance login areas have session time-outs. The maximum duration you can specify is 60 minutes. You have the option to define this duration yourself in e-finance: to do this, in the “Settings and profile” menu, choose “Login and security”, and “Automatic logout”.

Market order

A market order (at best order) is carried out to obtain the best possible strike price or bid price. The price can therefore neither be set in advance nor guaranteed.  

Advantage:

The advantage of a market order is that it can generally be carried out immediately.

Disadvantage:

If sales of a particular instrument are limited, a market order may be difficult. This is because the order may meet a limited offer in the order book, the limit of which is clearly above or below the prices for the instrument that would otherwise have been traded.

Limited order

When issuing a limited order, you set a maximum purchase price or minimum sale price.

Advantage:

In comparison to market orders, you eliminate the risk of an unexpectedly high purchase price or an unexpectedly low sale price. In other words, your order will be executed for a maximum (purchase) or minimum (sale) price according to the limits you have specified.

Disadvantage:

On the other hand, the probability of execution may be lower, because you have set a condition (the limit) for your order. In contrast to a market order, your order will not be carried out without this condition having been met.

Stop order

A stop order is issued when a stop rate that you have defined as a market order is reached. A market order is only placed once the stop rate (also known as trigger or stop limit) that you have set has been reached.

Stop limit

A stop limit order is issued when a stop rate that you have defined as a limit order is reached. A limited order is only placed once the stop rate (also known as trigger or stop limit) that you have set is reached.

Unlike a stop order, the stop limit order provides an improved level of control over the execution price, as once the stop rate is reached, a limit order is issued rather than a market order (please read the instructions on limit orders for more information).

Trailing stop           

Please read the information on stop orders before proceeding.

The trailing stop order is a stop order with a variable stop rate rather than a fixed stop rate (also known as a trigger or stop limit). In other words: unlike a fixed stop rate of the stop order, the stop rate follows the trailing stop order in accordance with current market development.

Example sale scenario:

• You own a share with a current share price of CHF 55.00
• You issue a trailing stop order; for the stop rate, you define a difference of CHF 3.00 from the current rate (alternatively, you define a difference in percent)
• When the rate falls to CHF 52.00 (CHF 55.00 minus CHF 3.00), a market order is placed
• If, however, your share price increases to CHF 59.00, the stop rate is increased to CHF 56.00 because you defined a difference of CHF 3.00 (CHF 59.00 minus CHF 3.00)

If the share price then falls, a market order is placed at the new stop rate of CHF 56.00.

This means you took profits, while at the same time being secured against losses.

 

In a purchasing scenario, the objective would be to optimize the starting level: the falling value is followed until the market value rises again.

Trailing stop limit

Please read the information on the stop limit and trailing stop order before proceeding.

The trailing stop limit order is a stop limit order with a variable stop rate rather than a fixed stop rate (also known as a trigger or stop limit). When the stop rate is reached, a limit order is issued.

OCO – one-cancels-the-other order          

Please first read the information on limit and stop orders.

 

An OCO order (one-cancels-the-other order) consists of two orders: a limit order and a stop order. When one of these orders is carried out, the other is automatically cancelled.

For the sale, this type of order allows a profit target to be set (limit order), while at the same time protecting against a falling price (stop order).

In a purchasing scenario, however, this type of order enables purchasing against a slump (limit order) or upon confirmation of an upward trend (stop order).

Note

Availability of order types: due to restrictions on certain stock exchanges, not all the different order types will be available on every stock exchange.

Immediate or cancel (accept)   

Orders with the “immediate or cancel” validity can only be issued during ongoing trading.

When an order with this validity is entered into the order book, it is carried out immediately in full or as far as possible.

 

Parts of the order that are not carried out are deleted and are not recorded in the order book.

Fill or kill

Orders with the “fill or kill” validity can only be issued during ongoing trading. When an order with this validity is entered into the order book, it is carried out immediately in full or not at all. If it is not possible to carry out the order immediately and in full, the entire order is deleted and not recorded in the order book.

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 “Recurring”
3. Select the maximum amount you want to invest on a regular basis
4. Select the frequency – either weekly, fortnightly or monthly
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.

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.

Short sales, i. e. sales of securities that are not in your custody account, are not permitted.

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.

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.

Securities delivery from a third-party bank to PostFinance

Are you transferring your securities to e-trading? We will cover your transfer fees up to CHF 800. We kindly ask you to use the The link will open in a new window Incoming delivery of securities form to notify your current bank.

Step-by-step instructions for securities transfers

Securities delivery

Do you want to transfer your PostFinance securities to another provider? Please use the The link will open in a new window securities delivery form, taking note of the relevant prices and conditions for e-trading.

Securities transfer

Do you want to transfer securities to another custody account within existing e-trading custody accounts? Please use the The link will open in a new window securities transfer form.