Fund self-service
Invest independently with ease
With fund self-service, you can invest independently online around the clock – from as little as 20 francs a month. Choose from a curated range of funds, make your investment decisions flexibly and keep an eye on your portfolio at all times.
Fund self-service is a good fit for you if you:
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want to make your own investment decisions
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have made the deliberate choice not to receive investment advice
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would like to select your own funds
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want to manage your investments digitally
Choose from a clear range of funds
A wide range of funds − for every need
Choose from over 50 funds − from PostFinance strategy funds focusing on thematic and sustainability-related investments to selected third-party funds. With the fund search function, you can filter by asset class, risk or region and find the right fund.
Compiled by experts
Carefully selected and managed
Our funds are managed and continually reviewed by experienced fund managers. In addition, we select targeted third-party funds that meet our quality standards and expand our range of services in a meaningful way.
Flexible investments – with no obligation
Start small and maintain the freedom to make your own decisions anytime
Invest from as little as 20 francs in the savings plan, or make a one-off investment of at least 100 francs. Make regular payments or make payments as necessary – with the option to access your money again anytime. This way, you can build up your assets step by step at your own pace.
Keep an eye on your personal investment at all times
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Make smart savings with a funds savings plan
Invest regularly with a funds savings plan – from as little as 20 francs per month – and benefit in the long term. This reduces risks and helps you build up your assets over the long term.
- Benefit from the cost averaging effect
- As convenient as a standing order
- Decide the frequency yourself
Manage custody account
Annual custody account fees |
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Inclusive services |
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Execute transactions
Funds saving plan |
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Individual purchase |
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Purchase fund units (purchases) |
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Sell fund units (redemptions) |
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Plus statutory levies (e.g. stamp duty) and currency conversion fees
All prices in detail
Further conditions, such as for any enquiries, securities transfers or paper statements, can be found in the price list.
A clear selection in accordance with the highest quality standards. Choose from various types of funds to find something that matches your investment goals and interests.
Strategy funds
Our strategy funds are among the most popular funds on offer You make broadly diversified investments and follow a clearly defined investment strategy – tailored to different opportunity and risk profiles. The funds are actively managed, continually reviewed and adjusted as necessary. You can choose from a total of five strategy funds.
Investing with a focus
If you want to make targeted investments, our thematic funds present a wide range of options. You can invest in equity or bond funds or set priorities based on personal interests, such as regions, sectors or specific future themes. Six funds with a thematic focus are available.
Third-party funds
In addition to our own funds, we also offer a selection of third-party funds that have been carefully scrutinized. With around 40 third-party funds, you can broadly diversify your portfolio and set specific priorities, for example focusing on specific regions, sectors or sustainable investment themes.
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As a PostFinance customer, you can open custody accounts directly online in e-finance or in the app with just five clicks. Your custody account will then be ready for use, and you can immediately make your first investments or set up a savings plan.
Not yet a PostFinance customer? Open one of our banking packages. After that, nothing will stand in your way.
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With fund self-service you can choose between 15 PostFinance funds and around 40 funds from third-party providers. You first open a fund custody account. You can then subscribe to funds independently with your fund custody account.
Test fund self-service with our demo version.
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Accessing your fund custody account works just like accessing your bank account. Using e-finance or the PostFinance App, you can access your fund custody account, select from various funds and place orders.
You can also subscribe to this investment product via an advisor or with a paper application.
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You can easily open your fund custody account in just five minutes in e-finance or via the app. You can select your funds immediately after opening your account and start paying in.
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In e-finance under “Assets”, look for “Fund self-service” and select “Subscribe funds”. Next, select the desired funds in the fund selection and decide whether you want to make a one-time or recurring investment by means of a funds saving plan.
You can also use this investment product conveniently via the PostFinance App.
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We are happy to share our expertise with you in our periodic publications and videos. The PostFinance investment compass provides you with PostFinance’s market opinion of the financial markets and the latest investment assessments in a compact form.
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Yes. Depositing of funds is possible as long as the funds are also part of our fund range.
Our most frequently selected investment product
One in 3 investors at PostFinance choose fund self-service for their financial future. Get started with our most popular product.
Subscribe to fund self-service
Set it up directly in e-finance in just five minutes and get started right away.
Still not sure? Test it now without any obligation.
Take a look at fund self-service in your own time – no login required.