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 with confirmation 
• Confirm your identity by uploading a copy of your passport or ID* or via video call

*Please bear in mind that, if you choose to upload a copy of your ID, you must make your first deposit to your new Swissquote account from one of our eligible banks. 

If you face any challenges during your digital account opening, you may send the signed documents and complete the identity confirmation process via post, providing a notarised copy of your passport and proof of address. If that’s the case, please send the documentation to the following address:

Swissquote Bank Ltd
Ch. de la Crétaux 33
Case Postale 1032
CH-1196 Gland

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.

End-of-year documents

At the beginning of each fiscal year, Swissquote provides several documents free of charge, including an account statement, an interest statement and a portfolio performance report. These documents are available from mid-January and can be consulted throughout the year.

Usually, these documents should suffice to complete a tax return. However, you may need to retrieve the dividend confirmations separately.

Account statements on request

You can generate custom account statements for any given date from My account > Documents > 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.

Tax statements

If you would like a tax statement to help you complete your tax return, you can order one easily from your account. For Swiss residents, the tax statement costs 85 Swiss francs for a digital version or 100 Swiss francs for a physical version.

In addition to the traditional tax statement, customers residing in Switzerland will automatically receive an eTax statement at no extra cost. 

The eTax statement makes it easier for you to file your tax return: by uploading your statement directly to your tax software, all the required tax information will be automatically pre-filled. 

The price of your tax statement will vary depending on your chosen document type: 

How to order your tax statement

1. Log in to your Swissquote account from a computer (this function is not available on the mobile application) and enter your login details. 
2. In the main menu, click on the ‘Documents’ tab. 
3. Select ‘Statement request’ and then choose the ‘Tax return’ category. 
4. Fill in the necessary information: select the account concerned, the currency, the desired tax year and the delivery method. Make sure you choose the right details, especially the tax year. 
5. Once you have double-checked all the information, click ‘Confirm’ to validate your request. 
6. Once your request has been processed, your tax statement will be available in the ‘Documents’ section of your account or sent to your postal address if you have chosen a physical version of the document.

If you encounter any difficulties, please consult our Customer Care Center.

Tax statement delivery times

You will be able to order your tax statement from 1 January. All orders placed before 15 February will be delivered by 28 February. After 15 February, orders will be processed within 10 working days. 

For foreign clients, the time frame is 15 working days. 

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. 
Your bank can contact our settlement department by e‑mail at settlement@swissquote.ch to coordinate the transfer. 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.