The low cost way to get
your investments on track.

 

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No Setup Fees

Get started with
only 5'000 EUR/USD/GBP.

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No Rebalancing Fees

Additional funds
are invested at no charge.

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No Exit Fees

Withdraw funds
at your convenience.

All-in annual costs from 0.90% to 1.87%
 

Total value of your Smart PortfolioOn the first 50'000
EUR/USD/GBP
On the next 50'000
EUR/USD/GBP
Over 100'000
EUR/USD/GBP
Swissquote administration fee0.90%0.60%0.40%
Portfolio management charges*0.50% (0.97% tree-picto)0.50% (0.97% tree-picto)0.50% (0.97% tree-picto)
Total costs1.40% (1.87% tree-picto)1.10% (1.57% tree-picto)0.90% (1.37% tree-picto)

 

 * BlackRock ongoing charges figure is based on expenses for the twelve month period ending 31 December 2018
tree-picto Sustainable Multi-Asset fund

Included free of charge
with your account
_

The Swissquote administration fee covers all costs associated with the automated investments in your chosen portfolio.

  • Incoming transfers.

  • Outgoing transfers in EUR within the SEPA zone.

  • Monthly statements.

  • Dedicated support team.

  • No entry, or exit fee.

  • No account opening, or closure fee.

FAQs

What does our annual Administration Fee cover?

The Swissquote Administration Fee covers all transaction costs associated with the automated investments in your chosen portfolio. This includes costs for redemptions or switches.

How are the fees charged?

The Swissquote administration fee is based on the value of your portfolio. It is calculated monthly and charged once per year. The fee is automatically collected from the cash held on your account.

If there is no cash on your account, the fee will result in your cash balance dropping below zero. No interest will be charged on negative balances resulting from fees.

Outstanding administration fees will automatically be deducted from additional funds transferred on to the account before being invested.

Charges will be collected in the same currency as your chosen portfolio.

The ongoing charges for managing the portfolio are automatically deducted by BlackRock from the fund performance, and thus not invoiced to your account.

What are the minimum investments in Smart Portfolios?
Minimum investment amountMinimum top-up amount
5'000 EUR/USD/GBP500 EUR/USD/GBP
What fees apply to transactions in the Portfolio?
Entry feeFree
Partial redemptions
Your order will be booked on the next Trade date.
Free
Rebalancing feeFree
Switch
Your order will be booked on the next Trade date.
Free
Exit fee
Please note that a pro-rated Swissquote annual administration fee
will be applied prior to final transfer.
Free
Are there any additional Account Fees?
Account opening feeFree
Incoming transfers and paymentsFree
Cash withdrawals
Please refer to Transfers in the Account Fees section for more details
Up to EUR 10
Account closure feeFree
Urgent redemption
Next day execution of order if requested before cut-off time
1% of redeemed amount,
min. EUR 24.95
What fees apply to Currency Conversion (Forex)?

The following spreads apply to currency exchange:

Incoming cash transferSpread
< GBP 15'0001.00%
GBP 15'000 - 50'0000.50%
GBP 50'000 - 250'0000.40%
> GBP 250'0000.20%