With this step-by-step guide, you’ll be able to link your UBS Vested Benefits Account to your E-Banking in just a few clicks – and keep track of your retirement savings at any time.
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Step 1: Log in to your UBS E-Banking. Please note that you can only link your vested benefits account using UBS E-Banking, and not via UBS Mobile Banking.
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Step 2: Go to “Accounts & Investments” and select “Pension hub”.
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Step 3: Click “Link UBS vested benefits account” in the “Good to know” section.
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Step 4: Read the overview of the benefits and the next steps. Link your vested benefits account by clicking “Start now”.
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Step 5: Enter the UBS Vested Benefits Account number in the first input field and your AHV number in the second field.
You can find your vested benefits account number on all personal documents received from the Vested Benefits Foundation of UBS AG. Your AHV number can be found on your Swiss health insurance card.
Click “Continue” to proceed to the next step.
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Step 6: Select “Read now”, then read and review the agreement: “Consent to the data integration of the pension assets at the UBS AG Vested Benefits Foundation into the systems of UBS Switzerland AG”.
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Step 7: Click “Done” after you have read the document in its entirety.
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Step 8: Confirm you have read and understood the agreement using the toggle. After clicking “Sign”, you will be redirected to sign the document digitally.
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Step 9: Scan the QR code on your screen with your UBS Access App and confirm your signature. Alternatively, you can confirm your signature using your UBS Access Card and card reader.
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Step 10: Congratulations! You have linked your UBS Vested Benefits Account. It will soon be displayed in your Digital Banking.
