Fund self-service

Invest independently with ease

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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.

Your easy-to-use fund custody account

  • Choose funds yourself – by investment theme, strategy or sustainability/ESG relevance, for example

  • Monitor and manage your custody account online at any time in e-finance or in the PostFinance App

  • Invest with individual purchases or a saving plan from as little as 20 francs

Keep an eye on your personal investment at all times

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Manage custody account

Annual custody account fees
  • 0.15% on average custody account assets
  • Lower fees for investments of CHF 500,000 or more 
  • Plus VAT
Inclusive services
  • Round-the-clock access via e-finance and the PostFinance App
  • Half-yearly custody account statement
  • Free e-tax statement

Execute transactions

Funds saving plan
  • Make regular inpayments from CHF 20
  • Determine payment frequency yourself 
  • Stop or adjust payments free of charge at any time
Individual purchase
  • At least CHF 100
  • For initial and subsequent purchases
Purchase fund units (purchases)
  • 0.50% issue commission on money market and bond funds
  • 0.75% issue commission on other funds 
Sell fund units (redemptions)
  • 0.00% redemption commission

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.

Price list for investments (PDF) (PDF) The link will open in a new window

Our funds at a glance

Tailored to personal goals, interests and risk profiles: PostFinance offers you a wide range of funds.

Find out more

Search fund list

Use the fund search to filter our range of over 50 funds according to various criteria.

Go to fund search

  • 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.

  • 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.

  • You can open your fund custody account easily in e-finance via the fund self-service investment product. This means you can subscribe to funds and access your fund custody account from anywhere. Find out more about our The link will open in a new window fund self-service (PDF) product.

    Test fund self-service with our demo version.

    You can also subscribe to this investment product with the PostFinance App, by submitting a paper application or via an advisor.

  • 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.

  • 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.

    Continue to PostFinance market view

  • Yes. Depositing of funds is possible as long as the funds are also part of our fund range.

Start now: over 200,000 customers invest with PostFinance. You too can benefit from potential returns – open your own fund custody account now.

Subscribe to fund self-service

Open your fund custody account online in just a few steps.

Open now

Still not sure? Find out more now with no obligation

Take a look at fund self-service in your own time – no login required.

Go to the demo version

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