Managing your portfolio the traditional way
If you prefer to manage your securities account the traditional way, you’ll find all the documents you need to open and manage your account here.
Opening a securities account by post
For security reasons, we require a certified copy of the identity document (passport or ID card) of all account holders before opening a securities account. We can certify the copy free of charge at our office in Zollstrasse, Zurich. Alternatively, you can have it certified for a fee at SBB, your local municipality or city authority, the Post Office or a notary’s office. Please send us the completed and signed securities account opening form together with the certified copy of your identity document by post.
Account opening forms and powers of attorney
Legal documents and general information
Subscriptions
Subscriptions can be made using specific payment slips, which we will be happy to send you once your securities account has been opened. We will process subscriptions and orders up to three banking days before the end of each month. They will take effect in the following month.
Order acceptance deadlines
Month
Day
Closing date
January
Wednesday
28.01.2026
February
Wednesday
25.02.2026
March
Friday
27.03.2026
April
Tuesday
28.04.2026
May
Wednesday
27.05.2026
June
Friday
26.06.2026
July
Wednesday
29.07.2026
August
Thursday
27.08.2026
September
Monday
28.09.2026
October
Wednesday
28.10.2026
November
Thursday
26.11.2026
December
Monday
28.12.2026