Conveniently by phone

Become a business customer

Welcome – your access to the account

With us, you don’t have to rummage through forms alone. Book an appointment and we’ll do the rest together. We’ll complete the account opening documents with you during the telephone call. And the best part? You don’t need to travel – the conversation takes place conveniently on the phone. This gives you valuable time to concentrate on your business.

Start your journey to your account

  • 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 and return them to us.

  • 4. Your account is ready

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

Would you like to become a PostFinance business customer?

Our staff would be happy to help you.

Book an appointment

Questions and answers

  • PostFinance has to comply with certain legal requirements each time a business relationship is opened. Many points – such as the company or account purpose – can be clarified quickly and easily in a conversation.

    Our experience shows that when we fill out the documents together over the phone, there are fewer open questions and hardly any errors. This saves time – and you can use your account and the products you want more quickly.

  • It only takes a few working days to open an account from this date. To make sure it’s quick, you can add a few points yourself:

    • Have all the necessary documents ready for the conversation
    • Check that all documents are complete and correct
    • Sign all documents with a legally valid signature
    • Send everything back as quickly as possible
    • Have your identity verified quickly (if necessary)

    As soon as your account has been opened, you can execute and receive payments. You will receive your IBAN in writing from us directly after opening your account.

  • 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).

  • To enable us to open your account quickly, we need some important information from you during the appointment:

    • What do you use the account for? (business purpose & purpose of use)
    • Who owns the assets in the account?
    • Are there stakeholders with a shareholding of more than 25%?
    • Extract from the commercial register (if your company is entered in the commercial register)
    • Association statutes and election records (if you are opening an association account)
    • For capital payment accounts: details of all depositors

    Don’t worry – with the appointment confirmation, we will send you a checklist so that you have an overview.

  • 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

  • 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.