Yes. Vyzer supports a wide range of financial institutions. If a direct connection (API or OAuth) isn’t available, we provide alternative methods, like document uploads or AI-based syncing—to ensure your portfolio stays fully updated.

The Starter plan includes core features like unlimited holdings, syncing with your bank and brokerage accounts, performance tracking, and access to our mobile app to manage your portfolio on the go.

Paid plans are ideal for managing more complex portfolios. They offer additional entities, increased AI document processing, and advanced tools like cash flow planning, role management, and community benchmarking, giving you deeper insights and more control.

Yes. You can switch between plans whenever you need, no hassle, no long-term commitment.

No. There are no setup fees for any Vyzer plan, you just pay the listed price for the plan you choose.

You can pay with all major credit cards, including American Express, Discover, Mastercard, and Visa. We also support secure one-click checkout through Link by Stripe, so you can choose what works best for you.

You can cancel your membership any time through the billing section in your account settings, or by contacting our support team at Support@vyzer.co.

Once canceled, your recurring payments will stop immediately, and your account will move to read-only mode, allowing you to view your data, but not make changes.

If you have any questions or need help with the process, our support team is always here to help.

A "read-only" account means you can still securely access and view all your existing data, even after canceling your Vyzer membership. You’ll also be able to export your data at any time.

However, features like editing, syncing, and portfolio updates will no longer be available until you reactivate your plan.

Yes. We offer a 20% discount when you choose an annual subscription instead of monthly billing.

We also partner with select communities to offer exclusive member discounts. If you're part of a group that might qualify, check with your community admins or contact our support team via online chat to learn more.

Occasionally, we run limited-time promotions, be sure to subscribe to our newsletter so you don’t miss out.

Yes, with our Premium and Elite plans, you can control access and permissions to securely share your portfolio with your financial advisor, CPA, family members, or others.

Your privacy and data security are our top priorities. Vyzer uses bank-level encryption (AES-256) to protect your data both in transit and at rest.

We also apply strict access controls, conduct regular security audits, and follow industry-leading practices to safeguard your financial information.

For full details, visit our Security Page.

Yes. Vyzer is used by clients around the world. While you can track assets and liabilities in multiple currencies, our base currency is USD, and syncing with some international institutions may be limited.

You can reach our team anytime via the live chat on our website or platform. You can also email us at Hello@vyzer.co, or schedule a call if you prefer a more personalized conversation.