Zurich Portfolio improvements | Zurich Portfolio | Compare our Savings and Investment plans | Savings and Investments | Personal | Zurich Insurance

A new, fresh look to your Zurich Portfolio

So what’s changing?

From the evening of the 6th February you will notice that your Zurich Portfolio has undergone some significant design upgrades to improve your digital experience.

Some of the changes include:

  • A new style and layout providing a more modern browsing experience.

  • A responsive design that can be used on smartphone, tablet, home computer and laptop.

  • An easier way to receive and store system generated documents.

Zurich portfolio screen

What can I see in my Zurich Portfolio?

Your new Home page will show four main areas:

  • My portfolio: Shows the current value of your portfolio

  • My accounts: Displays the value of your active accounts

  • My payments: Shows your most recent transactions

  • My documents: Displays the most recent documents relating to your portfolio

From here, you will be able to access further information on your portfolio performance, a breakdown of your account details including where your money is invested, a complete list of payments and transfers in and out of your accounts and a document library.


Is there anything else I need to do before these changes happen on my Zurich Portfolio? 

Yes – but only if your computer is running an older internet browser. The new Zurich Portfolio will only operate on secure, modern internet browsers, for your piece of mind.

You can access the Zurich Portfolio via any of the following:

  • Microsoft Internet Explorer 10 and above
  • Microsoft Edge on Windows 10
  • Firefox 40 and above
  • Chrome 40 and above
  • Safari on iPad from IOS 8 and above.

If you need to update your browser, you can do so via Browse Happy.

[Zurich is not responsible for the content of external websites].


Zurich is a trading name of Sterling ISA Managers Limited.
Sterling ISA Managers Limited is registered in England and Wales under company number 02395416.
Registered Office: The Grange, Bishops Cleeve, Cheltenham, GL52 8XX.