Become a business customer

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Opening a new banking relationship doesn’t have to be complicated. During a brief telephone conversation, we discuss your needs and clarify the legal aspects so that you can use your accounts and services as quickly as possible.

Become a business customer in four steps

  • 1. Arrange an appointment online

    Make an appointment directly in just a few minutes.

  • 2. A staff member will contact you by telephone

    You will receive a telephone call at the arranged time. We’ll explore your requirements and fill in the documentation. The appointment will last for a maximum of 30 minutes.

  • 3. You will receive the documentation to sign

    You will receive the opening documents within three working days. Please sign them and return them to us.

  • 4. Your account and other services are ready

    You will be able to use your accounts and services within a few working days.

Are you still unsure? Get in touch with us by phone and we will answer your questions.

Become a business customer

Our staff look forward to hearing from you.

Book appointment

Questions and answers

  • To open your banking relationship quickly, we need you to provide us with all the necessary information. We will require the following information during the opening call:

    • Business purpose
    • Intended use of the account
    • Details of who owns the assets in the banking relationship
    • Details of who holds assets of more than 25 percent
    • Extract from the commercial register (if entered in the register)
    • Association statutes and election records (if opening an association account)
    • If you wish to open a capital payment account, we will need additional information on all contributing parties

    We will send you this checklist together with the appointment confirmation.

  • The person must be able to provide information about the company or association and its financial situation. The person does not necessarily have to be an authorized signatory.

  • The discussion will last for around 30 minutes. Our advisor is looking forward to meeting you. To open your account as quickly as possible with the least effort on your part, the advisor will discuss the following points with you:

    1. Your needs: listing the products and services that we are allowed to open for you
    2. Legal: collecting legally required information is the unpleasant but necessary part. If you have the necessary documents ready, the process will be quick
    3. Opening documents: completing the opening documents, which we will send to you for signing at the end of the discussion
    4. To conclude: clarifying any unresolved questions and determining the next steps

  • It will take a few working days. To ensure quick processing, you can help in a few ways. Check the documents for completeness and accuracy. Sign all the documents with a legally valid signature. Return the documents to PostFinance quickly. Have your identity verified quickly (if necessary).

  • PostFinance has to fulfil various requirements when opening a new banking relationship. It is much easier to clarify details such as the purpose of the company or of the account in a conversation with you.

    Experience shows that providing telephone support while filling out forms helps to minimize unresolved issues, and therefore also errors. This reduces the time it takes to open the relationship so that you can start using the desired products quickly.

  • As soon as your account has been opened, you can execute payments and receive money. The opening process will take a few working days. PostFinance will send you the IBAN (International Bank Account Number) in writing immediately after the account has been opened.

  • Yes, you can arrange a consultation. During the conversation, we will clarify whether PostFinance is able to enter into a business relationship with you. If the outcome is positive, we will then agree on the next steps for starting your business relationship.