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🏦 Banking · Investing · Tax · 3a Pillar

Finance &
Banking in Switzerland

Switzerland has world-class financial infrastructure — but it works differently from most countries. Here's how to set up banking, invest smartly, and use the tax-free Pillar 3a to save CHF 1,300+ per year.

CHF 7,258
Max 3a contribution 2026
~CHF 1,300
Tax saving at CHF 100k salary
0%
Swiss capital gains tax (private)
35%
Withholding tax on dividends
Banking overview
You'll need at least one Swiss bank account. Most landlords, employers and utilities require a Swiss IBAN. Here's the landscape.
AccountTypeMonthly feeFX feeTWINTBest for
Neon
NeobankFree (or CHF 20/yr Plus)0.35% (free tier)PrepaidPrimary daily banking
Yuh ⭐
Neobank (Swissquote)Free0.95%Dedicated appBest overall neobank 2025/26
UBS key4 Pure
TraditionalFree0.50%YesEnglish support, established bank
Migros Bank
TraditionalFreeYesMost ATMs, joint accounts
PostFinance
Post office bankCHF 5/moYesWidest physical access
Revolut / N26
EU neobank ⚠️Free (limited)NoTravel card only — no Swiss IBAN
Wise
FX & transfersFree (account)0.4–0.6%NoSending money abroad cheaply
⚠️
Revolut and N26 do NOT give you a personal Swiss IBAN (only shared/EU IBANs). Many Swiss employers and landlords will reject these for salary payments or deposits.
Pillar 3a — tax-free retirement savings
The Swiss pension system has 3 pillars. Pillar 3a is your personal voluntary savings account — contributions are 100% tax-deductible.
Max annual contribution (employed)
CHF 7,258
New 2026 limit. Invest in ETFs via Frankly, VIAC, or finpension for best returns.
Max if self-employed
CHF 36,288
Up to 20% of net income, max CHF 36,288/year.
Tax saving (CHF 100k salary, Zürich)
~CHF 1,300
Deducted from taxable income before cantonal + federal tax calculation.
New 2026 rule
Buy-back
From 2026, you can buy back missed contributions from 2025 onward (10-year window).
Max accounts allowed
5
Split across multiple providers to reduce tax on withdrawal (each taxed separately).
Withdrawal age
60–65
Earliest 5 years before official retirement age. Also accessible for property purchase or emigration.
Best Pillar 3a providers
Invest your 3a in ETFs — a bank savings account earns almost nothing. The best providers let you choose 80–99% equity allocation.
ProviderMax equityTER / feesApp qualityNotes
VIAC
97% stocks~0.17%⭐⭐⭐⭐⭐Market leader, lowest fees overall
finpension
99% stocks~0.39%⭐⭐⭐⭐⭐Highest equity allowed, excellent UX
Frankly ⭐
95% stocks~0.45%⭐⭐⭐⭐SwissNewbie voucher available
Neon 3a
80% stocks~0.45%⭐⭐⭐⭐Good if already using Neon banking
UBS 3a (Pillar 3a)
75% stocks~0.75–1%⭐⭐⭐SwissNewbie KeyClub bonus available
Traditional bank savings
0%0%~0% interest — avoid for long term
Investing in Switzerland
No capital gains tax on private investments makes Switzerland uniquely friendly for long-term investing. But dividend withholding tax (Verrechnungssteuer) is 35%.
BrokerCustody feesTrade cost (ETF)Tax statementBest for
Interactive Brokers ⭐
FreeFrom $1 USDManual (CHF 50 via datalevel)Active investors, large portfolios
Swissquote
0.1% / yr (max CHF 200)CHF 9–45✅ Free, importableSwiss residents wanting local broker
Yuh
FreeFrom CHF 1 (SIX)✅ IncludedBeginners, small amounts
Saxo Bank
FreeFrom CHF 3✅ Free from 2025Wide range, advanced tools
DEGIRO
FreeFrom ~€1ManualFrequent traders, low cost
Swiss payment essentials
📲

TWINT

Switzerland's universal mobile payment app. Used everywhere — markets, restaurants, online shops, parking. Get one immediately. Linked to your bank account.

📄

QR-bills & eBill

Paper invoices have QR codes — scan in your banking app to pay. eBill sends invoices directly into your banking app for one-click payment. Set it up for utilities and insurance.

🏦

Quellensteuer (B permit)

If you have a B permit, tax is withheld directly from your salary each month. You don't file a standard tax return, but can file to reclaim overpayments if your situation is complex.

💎

Wealth tax

Switzerland taxes net wealth (assets minus debts) annually — unique globally. Rates are low (0.1–0.7%) but affect your portfolio, real estate, and bank accounts. Declared in yearly tax return.

SwissNewbie voucher codes — Finance
Neon Banking
🎁 CHF 10 for you + CHF 10 for me
  • Free Swiss IBAN account
  • No monthly fees
  • Wise integration built-in
Wise (Transfers)
Free transfer up to CHF 600
  • Best FX rates (mid-market)
  • Multi-currency account
  • Send money home cheaply
Frankly (Pillar 3a)
🎁 CHF 35 for you + CHF 35 for me
  • Invest 3a in ETFs (up to 95%)
  • ZKB backed, Swiss regulated
  • Simple mobile app
Interactive Brokers
Up to USD 1,000 in IBKR shares
  • Lowest trading fees globally
  • No custody fees
  • Best for larger portfolios
UBS Banking Account
🏦 50–250 KeyClub Points*
  • Biggest bank in Switzerland
  • Full banking services & mortgages
  • KeyClub points = cash at Migros, Coop, SBB
UBS Pillar 3a
📈 Up to 250 KeyClub Points*
  • Invest up to CHF 7,258/year (2025/2026)
  • Deductible from income tax + wealth tax exempt
  • Backed by Switzerland's biggest bank
Frequently asked questions
Which bank should I open first as a new arrival?

Open Neon or Yuh first — both open in minutes via app, give you a proper Swiss IBAN, and are free. Use this for your salary. Then open a second account (e.g. Migros Bank) as backup. Add Wise for international transfers and avoid Revolut/N26 as your primary Swiss account.

When should I start Pillar 3a?

As soon as you have your first payslip and know you'll stay in Switzerland. Even CHF 200/month invested in a VIAC or finpension ETF portfolio compounds enormously over 5–30 years, plus you get the full tax deduction every year.

Is there capital gains tax on stocks in Switzerland?

No — private capital gains are not taxed in Switzerland. However, dividends are subject to 35% withholding tax (Verrechnungssteuer). You claim most of this back in your tax return. As a B permit holder, some may be withheld. Consult a tax advisor for large portfolios.

What is the 3-pillar pension system?

Pillar 1 (AHV): state pension — mandatory contributions from salary. Pillar 2 (BVG/Pensionskasse): occupational pension — employer + employee contribute. Pillar 3a: private voluntary savings — tax-deductible contributions, invest freely. As a new arrival, Pillars 1 & 2 are automatic from your employment. Start Pillar 3a yourself.