HERE FOR YOU.

You can easily open your account online via our app or from our website. 

You can complete the account opening process in 3 simple steps: 

• Fill in the form with some basic information about you
• Sign the contract electronically
• Confirm your identity by uploading a copy of your passport or ID or via video call

Please note that the initial deposit must originate from an account in your name at a fully regulated bank.

For any questions, please do not hesitate to contact our Customer Care Center by telephone on +41 44 825 88 88. Our employees are available Monday through Friday between 8.00am and 10.00pm and will be pleased to help you.

If you've forgotten your account password or username, you can learn how to recover your password here.

Please contact the Customer Care Center by telephone for login problems. For security reasons, telephone authentication is needed.

The end-of-year documents are generated in January each year and are available to you free of charge. You can find them in the 'Documents' section in your account (in the top-right menu, 'My Account') under the description 'Portfolio performance'. Please use the filter on the top left to display documents between your preferred date range.

Usually, these documents should be sufficient to complete a tax return, however, you may need to retrieve the dividend confirmations separately.

You can also order a tax statement in the 'Documents' section by selecting 'Request statement' (top-right), then 'Tax Statement' (in the next tab). The tax statement is charged CHF 100 per account, per year. It is generated within 10 working days.

Download a sample tax statement with or without capital gains.

Tax statements for Robo-Advisory accounts are generated automatically as soon as we have received all relevant information from the exchanges.

Unfortunately we do not provide the electronic tax statements at this time.

Account statements on request:
You can generate custom account statements for any given date (top right “Request statement”). Simply enter the desired date (or date range) and send your request.
When choosing a date range, you can also show the TWR and MWR analysis of your portfolio.

The account statement is generated as a PDF, available typically within 15 minutes.

Transfers to the account 

In order to transfer securities to a Swissquote account, you need to send an instruction letter (Transfer order form) to your bank, requesting a transfer to your IBAN account. 

Securities transfers to the Swissquote account are free of charge. 

Please note that we do not provide custodians information to clients.

Transfers out of the account 

To transfer securities out of the account, please send this form via the contact form or by post to:

Swissquote Bank Ltd
Ch. de la Crétaux 33 
PO Box 1032 
1196 Gland 
Switzerland

• Securities transfers to another financial institution are charged at EUR/USD/CHF 50 per line. For example, 10 UBS and 30 MSFT are charged CHF 50 and USD 50.
• Securities transfers to another Swissquote account are free. Written instruction as indicated above is still required.

Updating the Unit Cost

In order for us to update the unit cost, please send us a copy of a bank statement indicating the initial purchase price (or purchase confirmation).

Please upload the documents via the contact form or in 'My Account' (top‑right menu) > 'Messages' > “Create”.

Complete information on all costs and conditions including commission tables is available here.

Trading account holding is free of charge (for cash).

If you hold securities (stocks, funds, bonds, etc.) or cryptocurrencies in the account, we charge custody fees depending on securities value at a minimum of CHF 20 to a maximum of CHF 50 per quarter. The custody fees do not include the cash balances.
For assets above CHF 1'000'000, a fee of 0.0075% per quarter will be added to cover external safekeeping fees.

Custody fees are charged on the total value of the securities and/or cryptocurrencies, regardless of how many different securities are held in the account at any one time. They are charged at the end of each quarter (March, June, September, December) if at any point in time a security and/or cryptocurrency was present in the account during that period.

To view details of all fees and conditions, please download the PDF (bottom-left).

If you have multiple trading accounts with us, please note that the custody fees are charged on a per-account basis.