How to Buy an ETP Through Saxo Bank (Step-by-Step Guide)

Exchange-traded products, or ETPs, are widely used by Swiss investors because they offer diversification, transparency and flexibility. If you are using Saxo Bank, you already have access to a professional-grade platform that allows you to trade ETPs on Swiss and international exchanges.

For many first-time investors, the challenge is not choosing the product but understanding the process. This guide walks you through how to buy an ETP through Saxo Bank in Switzerland in a clear and calm way, without unnecessary jargon.

Step 1. Make sure your Saxo Bank account is ready

Before you can buy an ETP, you need an active Saxo Bank account. This includes completing identity verification and funding your account. Saxo allows you to hold multiple currencies, which can be helpful if you plan to invest in ETPs listed outside Switzerland.

Check that your account has sufficient funds available for trading and that you understand the trading permissions enabled on your profile. Most standard accounts already allow access to ETPs.

Step 2. Log in to the Saxo platform

Saxo offers both a web platform and a mobile app. Once logged in, you will land on your main dashboard, where you can see your account balance, existing positions and watchlists.

Take a moment to familiarise yourself with the layout. Knowing where to find search, trading and order confirmation screens makes the process smoother and reduces mistakes.

Step 3. Search for the ETP you want to buy

Use the search bar to find the ETP by name, ticker symbol or ISIN. You can also filter by asset type and select exchange-traded products.

Make sure you check key details before proceeding. This includes the exchange where the ETP is listed, the currency it trades in, and what underlying asset or index it tracks. For Swiss investors, many ETPs are listed on the SIX Swiss Exchange, but Saxo also provides access to international markets.

Step 4. Review the product details carefully

Before placing an order, open the product overview. Here you can see price history, costs, liquidity, and key documents such as the fact sheet.

Pay attention to fees and whether the ETP is physically backed or synthetically replicated. This step is important for understanding risk and ensuring the product fits your investment goals.

Taking a few minutes to review these details helps you invest with confidence rather than rushing into a trade.

Step 5. Place your order

Once you are ready, click the buy button. You will need to choose the number of units you want to purchase and select your order type.

Most beginners use a market order, which buys the ETP at the current market price. More experienced investors may prefer a limit order, which allows you to set a maximum price you are willing to pay.

Double-check the total cost, including any transaction fees, before confirming the order.

Step 6. Confirm and monitor your investment

After confirming, your order will be executed during market hours. You can track the status in your portfolio section.

Once the ETP appears in your holdings, you can monitor its performance over time. Remember that ETPs are designed for long-term investing in most cases, so avoid checking prices too frequently or reacting to short-term market movements.

What to keep in mind as a Swiss investor

When buying ETPs through Saxo Bank in Switzerland, consider currency exposure, tax implications and your overall asset allocation. Some ETPs trade in foreign currencies, which can affect returns.

Also remember that ETPs are investments, not savings accounts. Their value can rise and fall. Matching the product to your time horizon and risk tolerance is key to a positive experience.

Final thoughts

Buying an ETP through Saxo Bank is a straightforward process once you understand the steps. Saxo’s platform offers transparency, strong research tools and access to a wide range of products, making it suitable for both beginners and experienced Swiss investors.

By taking time to review products and place thoughtful orders, you can use ETPs as a powerful building block in your long-term investment strategy.

Want to understand ETPs and investing with more confidence?

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