As a UBS client, you currently receive your bank documents in paper form. The new e-documents service allows you to obtain all your UBS documents electronically in PDF format.
What are E-documents?
E-documents are identical in content to physical bank documents and are electronically signed. This means that they meet the prerequisites for a legally compliant archiving and represent a fully-fledged replacement for todays physical bank documents.
What are the options for accessing E-documents?
E-documents can be accessed as follows:
Access via UBS e-banking: E-documents are sent directly to your personal UBS e-banking mailbox several times each day, where they will remain available for 2 years.
You can download or print out the documents from here as and when required.
Access via UBS KeyDirect or UBS AssetLink: Daily, automated download of the
E-documents and efficient integration into your internal systems, also for a large document volume. Details
Access via UBS KeyLink: the UBS KeyLink Document Manager supports the download and processing of E-documents. Details
Access via external archiving provider: All E-documents provided by UBS contain technical information (e.g. digital signature, metadata) for automatic document processing in your software systems.
The partnership of UBS with different suppliers of archiving software even offers you the possibility to have the E-documents provided and/or archived directly via an external partner. Details