E-Trading

Anytime and anywhere

Invest in a broad range of securitized products at your own convenience in E-Banking and Mobile Banking. Tradable financial instruments cover equites, bonds, funds and exchange traded structured products with a market access to all major stock exchanges worldwide.

Keep it fast & simple

Two versions of E-Trading are offered, you can choose which one you prefer in the E-Trading settings any time. The standard version offers a simple and fast order entry for market and limit orders. The advanced version offers more features, such as trading place selection or further order types (i.e. stop-limit).

Set notifications to be informed about status changes right away.

Once an order is placed, the push notifications will inform you about any status change of your orders (i.e. on execution of the order).

  1. Choose Settings and then Notifications and Mobile Banking App.
  2. Open Notifications and then choose Markets & Trading.
  3. Choose Set up notifications, then Trading orders and select Next.
  4. Set up the rule according to your preferences and choose Save.
E-Banking screen showing the trading notifications page

  1. On the home screen, open your profile by choosing the profile icon in the top-left corner.
  2. Choose Settings and activate Push notifications (if you haven’t already).
  3. Open Manage notifications and choose Add new rule under Markets & Trading.
  4. Choose Trading orders. Set up the rule according to your preferences and choose Save.
Mobile Banking screen showing the trading notifications page
Mobile Banking screen showing the placement of a limit order

Place order with a limit to optimize your outcome

An order can be placed as a market order (i.e. without limit) or as a limit order. The limit price defined in the limit order ensures that the order is executed within the boundaries set (i.e. a limit price for a buy order ensures that the order is not executed above the defined price limit). This can be beneficial especially for volatile stocks.

Place your financial instrument into your watchlist to place an order later

The watchlist (or virtual portfolio) offers an easy way to mark and observe a financial instrument over time. Once a decision is made, the order can be easily placed from the watchlist.

  1. Once you have chosen the financial instrument, choose +Add.
  2. Give a name to your new virtual portfolio and choose Create new virtual portfolio (if you don’t have one already).
  3.  Inform the units and cost price and choose Save.
  4. To access your virtual portfolio, choose Markets & Trading in the navigation menu and then My watchlist.
E-Banking screen showing the watchlist

  1. Once you have chosen the financial instrument, choose +Portfolio.
  2. Give a name to your new virtual portfolio and choose Done (if you don’t have one already).
  3. Inform the units and cost price and choose Done.
  4. To access your virtual portfolio, choose More in the navigation menu and under Markets & Trading choose My watchlist.

 

Mobile Banking screen showing the watchlist

Investment views and financial market data

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Outlook Switzerland
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We’re here to help

Find below the answers to frequently asked questions about E-Trading.