End-of-year documents

At the beginning of each fiscal year, Swissquote provides several documents free of charge, including an account statement, an interest statement and a portfolio performance report. These documents are available from mid-January and can be consulted throughout the year.

Usually, these documents should suffice to complete a tax return. However, you may need to retrieve the dividend confirmations separately.

Account statements on request

You can generate custom account statements for any given date from My account (profile icon) > Documents > Request statement. Simply enter the desired date (or date range) and send your request.

When choosing a date range, you can also show the TWR and MWR analysis of your portfolio.

The account statement is generated as a PDF, available typically within 15 minutes.

Tax statements

You can easily order a tax statement for your Swissquote account from your Client Portal to help complete your tax return. Swiss residents will receive a digital-only eTax statement* (CHF 85 VAT incl.), which pre-fills your information when uploaded to tax software, simplifying your filing process. Non-Swiss residents will receive a standard tax statement (non-eTax), available in either digital (CHF 100) or printed (CHF 125) format.

How to order your tax statement

1. Log in to your Swissquote account from a computer (this function is not available on the mobile application) and enter your login details.
2. In the main menu, click on the ‘Documents’ tab.
3. Select ‘Statement request’ and then choose the ‘Tax return’ category.
4. Fill in the necessary information: select the account concerned, the currency, the desired tax year and the delivery method. Make sure you choose the right details, especially the tax year.
5. Once you have double-checked all the information, click ‘Confirm’ to validate your request.
6. Once your request has been processed, your tax statement will be available in the ‘Documents’ section of your account or sent to your postal address if you have chosen a physical version of the document.

If you encounter any difficulties, please consult our Customer Care Center.

Tax statement delivery times

You will be able to order your tax statement from 1 January. All orders placed before 15 February will be delivered by 28 February. After 15 February, orders will be processed within 10 working days. 

For foreign clients, the time frame is 15 working days. 

All information about transactions and the documents that may be required is available here.

First and foremost, we would like to extend our sincere condolences for your loss, and we are committed to supporting you by providing answers to facilitate the often-complex moments that arise when dealing with the passing of someone we are close to.

Documents required to close the Swissquote account: 

• Original "heredity certificate" or a certified copy of that document
• Simple copy of the "Certificate of death"
• Simple ID/passport copy of all heirs
• Transfer-Closing instruction signed by all heirs

If an executor of heritage has been defined, we need the following documents: 

• Original "certificate of executor" or a certified copy of that document
• Simple copy of the "Certificate of death"
• Simple ID/passport copy from the executor of heritage
• Transfer-Closing instruction signed by the executor of heritage 

Original documents must be sent to:

Swissquote Bank AG
Central Data
Ch. de la Crétaux 33
1196 Gland
Switzerland 

Where simple copies only are required, they can also be sent by post, or to:
succession@swissquote.ch 

If you have any questions or require additional assistance, please don't hesitate to contact us. 

If you have changed your first name, last name or nationality, please send us a simple copy/scan of your new ID or passport (including new signature) via our web Client Portal by going to 'My account (profile icon)' > 'Messages' > 'New Message'.

Your notifications are displayed in the top right corner of your desktop by clicking on the bell icon or by going to 'My account (profile icon)' > 'Messages', where you will find important information sent to you by Swissquote.