Saving plans can be set up for selected ETFs, shares and themed certificates.
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.
More information on this can be found in our step-by-step guide on buying and selling shares in e-trading.
You don’t need an additional app for the bonus programme. You can find it in the The link will open in a new window PostFinance App or in your The link will open in a new window e-finance. You can register for the bonus programme easily and free of charge on these two platforms. After registering, you will receive SmartPoints for transactions and product transactions, which you can convert into money and have paid out to your account.
Call our contact center at: +41 58 448 78 00 (charges apply). You can also carry out stock exchange transactions by telephone: +41 58 448 79 00 (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.
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.
Trading times North America:
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:
Go to the “Orders” area to see and manage your open orders.
You can view the status of your order in the “Orders” menu item:
You can use the notification service to request your current execution status via SMS or e-mail.
Stock exchange transactions:
+41 58 448 79 00 (charges apply)
Mon–Fri: 8 a.m.–10 p.m. (Swiss local time)
General information:
+41 58 448 78 00 (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
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:
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.