What do you mean? Isn’t it US withholding with a standard swiss broker? I’d be surprised if it doesn’t work (but don’t have direct experience).
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I read in another thread that Postfinance is not a Qualified Intermediary and that 15% can be claimed back with DA-1 and the remaining only by filling a direct form to the IRS. That’s why I assumed it does not make sense to hold US domiciled ETFs at PF.
I’d be very interested hearing more about your experience:
Who billed the 90 francs? Was it for the transfer of securities or for the transfer of chocolate?
Was it to Swissquote or PF?
How much time did it take for the securities transfer?
What was the process? Was it easy?
Post Finance
Neither. It’s for the e-trading account
I forget the time and process detail since it was very easy.
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Thank you for the details!
W-8BEN on your own & 30% withhold - #31 by OogieBoogie says it’s actually QI. (I’d personally be surprised if such a big player like postfinance wouldn’t do it properly)
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Well, Postfinance e-trading is Swissquote inside anyway. Which is QI. I suspect because of its position Postfinance itself is not allowed to do any kind of trading, even for customers.
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So did I get this right, it’s possible to buy VT at IBKR, then transfer it to Switzerland, and still reclaim full withholding tax?
That would be nice easter news indeed 
Postfinance charged me CHF 100 to transfer a security to IB if I remember correctly.
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from PF’s website:
Physical securities I suppose are in paper form. I was surprised in another thread that it meant something else, but in another context (options).
Am I Right?
Yes, this time it means in paper form 
@ma0 can you please clarify:
If I want to transfer 10 units of VUSA from PF to IBKR, is that 1 security or 10 ?
aka 1 * 107.7 chf or 10 * 107 ?
Thanks !
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One security = one position.
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I called PF yesterday. They acknowlwdged PF= SwissQuote, but they said they are not a QI, and they cannot do W8BEN.
Does anyone have PF? Were you able to get the whole 30% witholding tax back? Were you abld to fill the w8-ben?
Apparently one can file a W-8BEN with PF.
Has anyone a simple guide about transfers from IBKR to PF? It seems easy but I’m unsure, especially about the beneficiary bank, since it should be SQ.
IBKR has a couple of screens where you pick what you want to transfer, the bank where you transfer (from a list) and account info.
It also states that you might pay a fee. I forgot to write down the type of transfer, but it is the only one available to transfer to Switzerland.
Do you mean tranfer of securities, or just cash?
When I did it, it was fairly straightforward, ibkr has an assistant where you can select the destination.
Took a few day and didn’t cost anything.
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Yes securities. My only doubt is/was the destination bank, since I can select Postfinance but the bank is actually Swissquote.