VZ Financial Portal

VZ Financial Portal: all your account information at a glance

All cash and securities account managed by VZ are listed clearly in the VZ Financial Portal. You can access your account balances and movements at all times.

Do you already use the e-banking solution VZ Financial Portal? Find out more here.

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Carry out banking transactions conveniently and cost-effectively

You can use the VZ Financial Portal to make all your payments online without incurring any fees. You can also carry out your stock exchange transactions at attractive conditions: Compared to the four largest providers in Switzerland, you can save up to 70% on transaction fees.

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Your personal financial assistant

Your personal financial assistant is integrated into the VZ Financial Portal. It ensures that you have an overview of all your income and expenditure, that you can create a personal budget and that you can track your CO₂ emissions for every franc you spend. The financial assistant also helps you to save, as you can set your personal savings goals and check them at any time. What’s more, transactions that are tax deductible are automatically shown as such. 

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Managing your own investments

You can manage your own equities, ETFs and investment funds in the VZ Financial Portal: either via e-banking or using a professional trading platform. You can access high-quality analyses, analyst opinions and real-time portfolio valuations, all of which will help you make the right decision for you. You can manage your own investments at extremely attractive conditions.

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The digital insurance organiser

You can properly organise all your insurance policies in the VZ Financial Portal. All your policies are clearly shown together with the premiums and benefits, and are reviewed on an ongoing basis. A traffic light system indicates if you can receive better benefits or lower your premiums. You can also conveniently process any claims you need to make online. Furthermore, you can download all important documents, such as policies and premium statements, as PDFs at any time.

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Monitoring mortgages

In the VZ Financial Portal, you can list details of your home, holiday house and any other rental property, together with all the mortgages, and then conveniently manage all these online. This means you always have an overview of your net assets. You also have more control over the maturity dates of your mortgages: You can see when payments are due and which mortgages are coming up for renewal. And thanks to the mortgage monitoring system, you can set interest rate alarms for each mortgage and then receive notification as soon as the rates exceed a certain limit.

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Carry out banking transactions conveniently and cost-effectively

The Financial Portal allows you to calculate the current market value of your real estate. You get useful information on how the value of your residential property is likely to change in future, how real estate is valued in your local area, and which planning applications are pending.

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VZ Safe: Keeping your documents safe

No matter whether prenuptial contracts, wills, purchase agreements or other important documents, the VZ Safe will keep them saved digitally in a single location, which you can access at any time. The VZ Safe is also ideal for storing tax documents that have to be retained for a certain period. Passwords, private pictures and documents can also be archived here. This may come in handy while travelling, for example, if your passport is lost or stolen: Thanks to the VZ Safe, you will always have a copy to hand.

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VZ Financial Portal Pro: trade like a pro

The new VZ trading platform was developed specially for investors who wish to use a professional tool to trade their securities in real time and at a low cost, analyse their investment ideas and then implement them. VZ Financial Portal Pro is part of the VZ Financial Portal and boasts a range of advantages over traditional platforms offered by banks and online brokers.

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