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Old 10.08.2019, 03:48
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Buying (index) funds without a brokerage account?

I was wondering is it possible to buy (index) funds in Switzerland without a brokerage account that has market access?

Eg buy SwissCanto index tracker funds or some other (non exchange traded) fund without having a brokerage account.

The reason something like this is interesting would be twofold, self-imposed restriction to stay with a broad market fund instead of being tempted to invest in single stocks and and also to lower fees.
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Old 12.08.2019, 09:08
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Re: Buying (index) funds without a brokerage account?

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I was wondering is it possible to buy (index) funds in Switzerland without a brokerage account that has market access?

Eg buy SwissCanto index tracker funds or some other (non exchange traded) fund without having a brokerage account.

The reason something like this is interesting would be twofold, self-imposed restriction to stay with a broad market fund instead of being tempted to invest in single stocks and and also to lower fees.
Buy an ETF from IShares or Vanguard. Probably much cheaper, and certainly better.
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Old 12.08.2019, 15:34
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Re: Buying (index) funds without a brokerage account?

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Buy an ETF from IShares or Vanguard. Probably much cheaper, and certainly better.
I am looking into this option recently. Would you recommend to buy from an account in US or in CH?
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Old 12.08.2019, 15:48
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Re: Buying (index) funds without a brokerage account?

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I was wondering is it possible to buy (index) funds in Switzerland without a brokerage account that has market access?

Eg buy SwissCanto index tracker funds or some other (non exchange traded) fund without having a brokerage account.

The reason something like this is interesting would be twofold, self-imposed restriction to stay with a broad market fund instead of being tempted to invest in single stocks and and also to lower fees.
Yes, PostFinance and other banks have the offers. Only a bank account is needed. I used to have a few fund plans at Postfinance.

It is not so cheap to buy tracker funds by this way: normally 0.5-1.0% up front fee when purchasing; TER: around 0.8%.

I do not aware cheaper ways other than ETFs.
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Old 12.08.2019, 18:33
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Re: Buying (index) funds without a brokerage account?

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I am looking into this option recently. Would you recommend to buy from an account in US or in CH?
Wherever it's cheaper.
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Old 15.08.2019, 02:38
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Re: Buying (index) funds without a brokerage account?

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Yes, PostFinance and other banks have the offers. Only a bank account is needed. I used to have a few fund plans at Postfinance.

It is not so cheap to buy tracker funds by this way: normally 0.5-1.0% up front fee when purchasing; TER: around 0.8%.

I do not aware cheaper ways other than ETFs.
Thanks for your reponse, The SwissCanto ones have lower TERs but is it possible to buy them only with a bank account (without custody account?).
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