Find bank documents
Are you looking for account statements, certificates for your tax declaration, or information about investments? We’ll show you where to find your bank documents in UBS Digital Banking.
On your smartphone
Log in to your UBS SafeApp.
Choose Banking and then Bank documents.
In order to search for specific documents, choose Filter:
- Documents for your tax declaration:
Under Category, choose Tax reporting (for certificates for accounts, tax statements, etc.) or Mortgages (for borrower notifications). - Account statements:
Under Document type, choose Account statement. - Information about investments:
Under Category, choose Securities (e.g., stock exchange and new issue statements or coupon statements).
Furthermore, you can restrict the time period (from, to) or show only unread documents according to their status.
You can also enter one or several search criteria in Search text.
Now you can see and download the required documents.
On your computer (with UBS Safe)
Log in to E-Banking.
Choose Mailbox and then Bank documents – your UBS Safe is opening.
In order to search for specific documents, choose Filter:
- Documents for your tax declaration:
Under Category, choose Tax reporting (for certificates for accounts, tax statements, etc.) or Mortgages (for borrower notifications).
Please note: You can find tax documents for your credit cards in E-Banking under Accounts and Cards > Card invoices > Card account > Interest statements (Guide). - Account statements:
Under Document types, choose Account statement. - Information about investments:
Under Category, choose Securities (e.g., statements regarding trading, emissions and coupons).
Furthermore, you can restrict the time period or show only unread documents according to their status.
You can also enter one or more keywords in the search bar with the magnifying glass-
Now you can see and download the required documents.
On your computer (without UBS Safe)
You do not use UBS Safe and you receive your bank documents in E-Banking.
Log in to E-Banking.
Choose Mailbox and then Bank documents.
You can go to Filter criteria to search for specific documents:
- Documents for your tax declaration:
Under Category, choose Tax reporting (for certificates for accounts, tax statements, etc.) or Mortgages (for borrower notifications).
Please note: You can find tax documents for your credit cards in E-Banking under Accounts and Cards > Card invoices > Card account > Interest statements (Guide). - Account statements:
Under Document types, choose Account statement: - Information about investments:
Under Category, choose Securities (e.g., statements regarding trading, emissions and coupons).
Furthermore, you can restrict the time period or show only unread documents according to their status.
Now you can see and download the required documents.
Contact us
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