The low cost way to get
your investments on track.
No Setup Fees
Get started with
only 5'000 EUR/USD/GBP.
No Rebalancing Fees
Additional funds
are invested at no charge.
No Exit Fees
Withdraw funds
at your convenience.
All-in annual costs from 0.93% to 1.83%
| Total value of your Smart Portfolio | On the first 50'000 EUR/USD/GBP | On the next 50'000 EUR/USD/GBP | Over 100'000 EUR/USD/GBP |
|---|---|---|---|
| Swissquote administration fee | 0.90% | 0.60% | 0.40% |
| Portfolio management charges* | 0.53% (0.93%  | 0.53% (0.93% | 0.53% (0.93% |
| Total costs | 1.43% (1.83% | 1.13% (1.53% | 0.93% (1.33% |
* BlackRock ongoing charges figure is based on expenses for the twelve month period ending 31 December 2020
PLATINUM VIP 20% discount on Swissquote administration fee
APEX VIP 40% discount on Swissquote administration fee
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.
Quarterly statements.
Dedicated support team.
No entry, or exit fee.
No account opening, or closure fee.
FAQs
The Swissquote Administration Fee covers all transaction costs associated with the automated investments in your chosen portfolio. This includes costs for redemptions or switches.
The Swissquote administration fee is based on the value of your portfolio. It is calculated monthly and charged quarterly. The fee is automatically collected from the cash held on your account, in the same currency as your chosen portfolio.
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 your account before being invested. If your cash balance remains negative one month after the Administration Fee is applied, the Bank may sell some of your holdings in order to cover the debt.
The ongoing charges for managing the portfolio are automatically deducted by BlackRock from the fund performance, and thus not invoiced to your account.
| Minimum investment amount | Minimum top-up amount |
| 5'000 EUR/USD/GBP | 500 EUR/USD/GBP |
| Entry fee | Free |
|---|---|
| Partial redemptions Your order will be booked on the next Trade date. | Free |
| Rebalancing fee | Free |
| Strategy change Your order will be booked on the next Trade date. | Free |
| Exit fee Please note that the pro-rated Swissquote administration fee will be applied prior to final transfer. | Free |
| Account opening fee | Free |
|---|---|
| Incoming transfers and payments | Free |
| Cash withdrawals Please refer to Transfers in the Account Fees section for more details | Up to EUR 10 |
| Account closure fee | Free |
The following spreads apply to currency exchange:
| Trade size (Euro or currency equivalent) | Spread |
|---|---|
| 25'000 | 0.90% |
| 25'000 - 100'000 | 0.75% |
| 100'000 - 500'000 | 0.50% |
| > 500'000 | 0.25% |
Currency conversions from ILS, MXN, RUB and TRY will be applied a flat 0.90% spread.