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Swissquote Institutional industry provider profile

Swissquote combines bank liquidity, deliverable FX, treasury products, securities execution and custody for brokers, banks, asset managers and other institutions. Its proprietary platforms and third-party connections support different credit and settlement arrangements, with Swiss banking services and regional subsidiaries governed by distinct contracts.

By FXBrokers.ai ResearchOperating status: ActivePublished Sources checked

Services & institutional customers

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Swissquote’s broker proposition combines aggregated bank and non-bank FX pricing with banking facilities, corporate accounts and three- or four-way prime-broker give-up arrangements. A broker can therefore use Swissquote for liquidity, treasury or a wider securities relationship. These are distinct mandates: a credit line, bridge loan or Lombard facility is an available service, not a standard credit entitlement attached to an API connection.[1]

Account comparison01

Institutional service lines

Institutional service lines
ServiceWhat is suppliedOperational distinction
Margin FX and white labelStreaming FX, metals, commodities and indices; CFXD, MetaTrader and API routes.White-label MetaTrader is a separate sales arrangement; published CFXD/MetaTrader specifications state no cash settlement.Source 2
Deliverable FXSpot, forwards and swaps in more than 25 currencies; internal account, external SWIFT or CLS settlement.Cash delivery and value dates matter independently of the execution interface.Source 3
Securities brokerageMulti-asset execution, bulk/group orders, PMS/OMS connections and structured products.Swissquote Pro is designed for asset managers overseeing client portfolios.Source 5
Custody and asset servicingOmnibus or segregated multicurrency accounts; securities and digital assets; corporate actions and collateral services.The custody mandate adds safekeeping and administration to the execution relationship.Source 6

For Forex and CFDs governed by the Swiss bank’s 23 March 2026 execution policy, Swissquote Bank is the client’s principal counterparty. The client does not trade directly with the bank’s hedging liquidity providers. That policy states that no best-execution duty applies to these transactions and permits last look or a market-order “smart pause”. Its stated typical completion time of 50 milliseconds or less is not a maximum: longer processing is expressly possible. These provisions concern the policy’s specified contract framework; they should not be transplanted to every securities, regional or separately negotiated institutional mandate.[16]

Platforms, connectivity & data flows

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Platforms & products02

FX connection models

FX connection models
RouteLocation and executionCredit and settlement
CFXDLD4; GUI/API; streaming and full-amount execution.Bilateral account; the published API comparison specifies no cash settlement.Source 4
LuceraLD4 and NY4; API streaming with tiered/snapshot prices; VWAP or full amount.Prime-broker account; settlement at the prime broker only.Source 2
IntegralLD4, NY4 and TY3; GUI/API; streaming, request for stream and request for quote.Bilateral or prime-broker account; internal or external cash delivery.Source 4
Other deliverable venues360T, LSEG/Refinitiv FXall and Bloomberg FXGO.360T and FXall show bilateral/PB routes; FXGO is shown as bilateral.Source 3

The securities API family has a different purpose from the leveraged-FX interface. OpenWealth REST supports trading and custody reporting; a separate securities/crypto FIX interface handles orders. Swissquote says its securities FIX route does not provide securities market data, although a dedicated digital-assets session does. Bloomberg EMSX is an additional professional execution connection. The custody API supplies transaction and portfolio information, so an order channel alone is not the complete reporting integration.[12]

Specifications03

CFXD FIX session requirements

CFXD FIX session requirements
MechanismPublished behaviour and integration consequence
ConnectionThe linked v3.1 specification uses FIX 4.4 over SSL in demo and production. Production requires the connecting IP address to be allowlisted.Source 10
Daily resetThe server logs clients out at 00:00 GMT. The guide asks clients to wait 20 seconds before reconnecting and then reconcile open positions and outstanding limit/stop orders.Source 10
Missed reportsOptional SendMissedMessages requests missed execution reports after reconnection. It defaults off; the replay can overlap earlier reports, so clients must handle duplicates.Source 10

Swissquote also publishes Integral’s release 7.1.35 conformance tests. These distinguish direct organisations trading with liquidity providers from facilitators acting for a customer. Test cases include reconnecting both quote and order sessions, recognising inactive or zero-value quotes, and separating Pending New/New acknowledgements from partial fills, fills, cancellations and expiry. Sequence numbers are retained across ordinary logout/login and reset at end of day. The document is a useful integration acceptance basis; its listed order types apply where enabled for the organisation.[11]

Pricing, credit & treasury charges

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The broker-facing offer is tailored rather than a single public institutional spread or commission grid. The Forex execution policy describes a core spread plus a mark-up that can vary with client category, volume, assets and trading activity. The special terms permit separately agreed fees and commissions in addition to spread. A quoted spread therefore does not describe every funding, credit or service charge.[16][17]

Some technology access is explicitly priced at no additional charge: the Forex API page describes CFXD as a free partner platform, and the securities API page advertises its FIX/REST connections without an extra API cost. These statements do not make the underlying trades, custody, market data or financing free.[4][12]

Pricing & charges04

Published treasury tariff: selected fiduciary-deposit terms

Published treasury tariff: selected fiduciary-deposit terms
ItemPublished condition
Minimum placementCHF/EUR/USD 100,000; a counterparty can require more.Source 8
Ticket and capital changes25 in CHF/EUR/USD, or the stated EUR equivalent; the same published amount applies to increases/decreases of call-deposit capital.Source 8
Commission on paid interest10% for nominal 100,000–499,999; 8% for 500,000–999,999; 5% for amounts described as over 1,000,000. These are percentages of interest, not principal.Source 8
Term and settlementFixed 1–12 months or call with 48 hours’ notice; operations have D+2 value. Interest is paid at maturity for fixed placements and quarterly for call placements.Source 8
Swissquote term depositsSwissquote Bank is counterparty; no commission on paid interest and generally no ticket fee, with exceptions for call-capital changes/liquidation.Source 8
Published tax treatmentFiduciary commissions attract VAT for Swiss residents; withholding is marked not applicable. Swissquote term-deposit interest carries 35% withholding.Source 8

The bank’s linked general terms allow fees to be agreed separately in writing. They also provide for notifying fee changes; unless the notice says otherwise, changes are treated as accepted if not contested in writing within 30 days. This is an objection mechanism, not a blanket promise of 30 days’ advance notice.[14]

Onboarding, implementation & operational control

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Process05

How an institutional relationship is implemented

How an institutional relationship is implemented
StagePublished process
Needs and diligenceSwissquote first assesses the business’s objectives, structure, activity and market, then builds the proposed service.Source 9
Testing and launchThe relationship team describes testing against the client’s systems and workflows before launch, followed by adjustments. It publishes no universal delivery period.Source 9
Ongoing configurationPost-launch check-ins, training and changes form part of the collaboration model. The agreed mandate determines what is actually deployed.Source 9

Client account opening has a documented API workflow, but availability must be distinguished from automatic bank acceptance. The AM Signup interface requires an asset manager’s Swissquote Technical Account and token authorisation. It exposes contract readiness states, personalised PDF download, digitally signed PDF upload, supporting-document upload and application-submission status. Contract files must be ready before download; access and state failures are returned explicitly. The technical document supports these specific digital operations.[13]

The product FAQ still describes verification and signing as offline. These descriptions should not be read as a promise that every client and verification method completes entirely through the API.[12]

For margin FX, the published special terms require the client to maintain sufficient margin without waiting for a notice. Swissquote can change required margin and leverage, refuse orders and liquidate positions; it has no obligation to make a margin call first. Open positions are generally rolled to the next settlement date, with a credit or debit that can itself affect margin. These mechanics make balance, order and position reconciliation part of ongoing operation, not simply a launch task.[17]

Support & official contact routes

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Swissquote’s institutional collaboration model provides a dedicated relationship contact and continuing assistance after launch. The hours below are the published headquarters office hours, rather than an incident-response or recovery commitment. For custody execution, the service page additionally offers trading-desk access by phone, Eikon or Bloomberg chat.[9][6]

Swiss institutional contacts

Institutional sales, GlandTelephone
+41 58 721 90 35Source 24

Scope Institutional relationship enquiries

Hours Monday–Friday, 08:30–18:00 CET

Institutional sales emailEmail
Forex, money markets and treasuryTelephone
+41 58 721 98 00Source 24

Hours Monday–Friday, 08:00–12:00 and 13:30–17:30 CET

Institutional FX emailEmail
Signup API technical supportEmail
[email protected]Source 13

Scope Contact published in the AM Signup interface documentation

Contracting entities & permissions

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Entities & regulation06

Verified entity scope

Verified entity scope
EntityVerified permission or roleScope boundary
Swissquote Bank SAFINMA’s 20 October 2026 list records the Gland entity as an authorised bank, supervisory category 3.This is the Swiss bank record. It does not make every group subsidiary a Swiss bank.Source 19
Swissquote Pte. Ltd.MAS lists a Capital Markets Services licensee for securities, collective investment schemes, exchange-traded and OTC derivatives, plus custodial services.The record concerns the Singapore company and those activities.Source 20
Singapore institutional serviceSwissquote identifies Swissquote Pte. Ltd., UEN 201906194G, as provider of Singapore products.Its institutional legal page addresses accredited, expert and institutional investors and excludes retail distribution.Source 21

Swissquote’s institutional website repeatedly limits some products and solutions to selected offices. The Swiss bank relationship and Singapore booking relationship therefore need to be identified in the signed documents. A group brand, trading interface or common sales contact does not determine the contracting entity or replace that entity’s agreement.[21][1]

Company background & financial context

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The institutional operation sits within Swissquote Group, headquartered in Gland. Swissquote Group Holding Ltd has been listed on the SIX Swiss Exchange under SQN since 29 May 2000. Its structure includes the Swiss bank and separately established regional businesses. The group identifies Swissquote Pte. Ltd. as a wholly owned Swiss-bank subsidiary and an Asia-Pacific booking centre for accredited and institutional clients. These relationships explain the shared technology and brand without collapsing the separate companies into one counterparty.[22]

The group’s 2026 half-year consolidated accounts report total assets of approximately CHF 16.90 billion and equity of CHF 1.391 billion at 30 June 2026, with net profit of CHF 153.6 million for the six months. Those figures describe the consolidated group. They are not the assets of the institutional division, the amount available to a particular client or a substitute for the contracting bank’s prudential disclosures.[23]

Operator
Swissquote Bank SA and separately contracted regional group entities
Service scope
Institutional FX liquidity, deliverable FX and treasury, multi-asset execution, custody and proprietary trading interfaces; availability and contracting entity depend on the mandate and office.
Customer types
Brokers; Banks; Asset managers; Investment funds; Corporate treasuries
Delivery
API; Hosted; Managed service
Pricing publication
Public and quoted pricing
Headquarters
Gland, Switzerland
Platforms
CFXD; Swissquote Pro
Integrations
MetaTrader 4/5; Integral; Lucera; 360T; LSEG/Refinitiv FXall; Bloomberg FXGO; Bloomberg EMSX; OpenWealth; SWIFT
Pricing scope
Institutional FX and credit terms are tailored. Selected treasury fees and minimums are public; advertised no-extra-cost API access does not include all transaction or custody charges.
Implementation
Relationship-led diligence, solution design and integration testing; documented CFXD/Integral connectivity and client-signup interfaces.
Support
Dedicated institutional contacts and post-launch assistance; published Gland office hours vary by desk. No universal incident SLA established.
Permissions and regulatory scope
Swissquote Bank SA appears in FINMA’s bank list; Swissquote Pte. Ltd. has separately verified MAS investment/custody permissions. Product contracts and office determine scope.

Provider metadata checked 20 Oct 2026Source 22Source 19Source 20Source 1Source 2Source 5Source 3Source 12Source 9Source 8Source 24

Additional information

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Trading & service hours07

Settlement cut-offs: selected incoming-transfer examples

Settlement cut-offs: selected incoming-transfer examples
Currency or conditionTrading cut-offCash-clearing cut-off / value-date offset
EUR14:15 CET15:00 CET; value date itselfSource 3
USD up to USD 50 million15:00 CET15:45 CET; value date itselfSource 3
USD above USD 50 million14:00 CETThe page applies the earlier USD trading cut-off for this size.Source 3
JPY17:00 CET18:00 CET; one day before value dateSource 3

For longer-dated hedging, the swaps and forwards page publishes maturities up to one year, currency coverage including emerging-market and GCC currencies, and gold/silver contracts. Streaming and request-for-stream access are available through named institutional venues. Swissquote describes the service as compatible with ISDA SIMM methodology; this does not mean an individual client automatically receives an unsecured credit limit or identical collateral terms.[7]

Swissquote Pro provides an additional reporting route for asset managers: account statements, time-weighted and money-weighted return reports, and PDF transaction confirmations. It supports read-only or trading access and group orders, allocation models and rebalancing. For a broker evaluating the bank as custodian, these are distinct from the real-time FIX execution messages and should be mapped to the actual account-management mandate.[5]

The published custody regulations allow collective safekeeping and use of third-party custodians in Switzerland or abroad. Requested segregation may be agreed and may cost extra; it is not a blanket promise that every downstream custodian holds a separate account. During a custody transfer, the assets generally become unavailable for trading from receipt of the instruction, potentially for days or weeks, with no guaranteed completion period. Transfer rights remain subject to pledges, legal restrictions and the applicable mandate.[15]

Under the linked Swiss-bank general terms, a client gives termination notice in writing. Unless the notice provides otherwise, termination is immediate, but open positions must be liquidated or transferred within ten business days; the bank may liquidate remaining positions after that period. Destination instructions are also needed for remaining assets. Negotiated institutional terms and product-specific agreements may supplement this published framework.[14]

The 29 April 2026 outsourcing notice gives a more specific data-location picture than the brand’s Swiss headquarters alone. CRM and activity-data hosting are described in Switzerland, with exceptional overseas CRM access for support or continuity. Certain surveillance data are hosted in Ireland, and back-office, middle-office and compliance tasks are performed through Malta. Onboarding/fraud checks can involve a Dutch provider and operations outside Switzerland. The bank says outsourced activities remain under its responsibility and supervision to the extent required by law.[18]

Follow the evidence

Sources & further reading

  1. Institutional services for brokers Swissquote · Accessed 20 Oct 2026
  2. Leveraged Forex and venue specifications Swissquote · Accessed 20 Oct 2026
  3. Deliverable Forex and cash-clearing cut-offs Swissquote · Accessed 20 Oct 2026
  4. Forex APIs: CFXD and Integral Swissquote · Accessed 20 Oct 2026
  5. Multi-asset brokerage and Swissquote Pro Swissquote · Accessed 20 Oct 2026
  6. Global custody services Swissquote · Accessed 20 Oct 2026
  7. Forex swaps and forwards Swissquote · Accessed 20 Oct 2026
  8. Money markets: conditions and pricing Swissquote · Accessed 20 Oct 2026
  9. Institutional partnership and implementation Swissquote · Accessed 20 Oct 2026
  10. CFXD FIX API specification v3.1 Swissquote · Accessed 20 Oct 2026
  11. Integral FIX Taker API conformance tests, release 7.1.35 Integral / Swissquote · Accessed 20 Oct 2026
  12. Securities and cryptocurrency API services Swissquote · Accessed 20 Oct 2026
  13. AM Signup Interface v1.1.0 Swissquote · Accessed 20 Oct 2026
  14. Swissquote Bank general terms, v5.1 Swissquote · Accessed 20 Oct 2026
  15. Swissquote Bank safe custody regulations Swissquote · Accessed 20 Oct 2026
  16. Forex and CFD execution policy, 23 March 2026 Swissquote · 23 Mar 2026 · Accessed 20 Oct 2026
  17. Special terms for Forex and CFD, v6.0 Swissquote · 7 Nov 2024 · Accessed 20 Oct 2026
  18. Notice on outsourcing, 29 April 2026 Swissquote · 29 Apr 2026 · Accessed 20 Oct 2026
  19. Authorised banks and securities firms, 20 October 2026 FINMA · 20 Oct 2026 · Accessed 20 Oct 2026
  20. Swissquote Pte. Ltd.: Financial Institutions Directory Monetary Authority of Singapore · Accessed 20 Oct 2026
  21. Singapore office legal information Swissquote · Accessed 20 Oct 2026
  22. Swissquote Group structure and entities Swissquote · Accessed 20 Oct 2026
  23. Swissquote 2026 half-year consolidated report Swissquote · Accessed 20 Oct 2026

This profile reports dated public information, including provider-published services and terms. It does not independently test or guarantee service delivery, integrations or performance. Inclusion is not an endorsement. Permissions and protections apply only to the named legal entity, service and client category; check the current official records and your contract.

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