Who should access e-documents via electronic UBS interface?
Accessing e-documents via UBS KeyPort or UBS AssetLink is suitable for clients with large output volumes who require an end-to-end solution.
E -documents can be accessed automatically and efficiently, even with large data volumes.
By integrating business management software that includes an archiving solution with UBS KeyGate, clients' specific archiving requirements can be met. Clients are responsible for archiving.
How does it work?
You are already using the UBS KeyPort or UBS AssetLink services and have business management software
Daily, automated download of the e-documents into your electronic system or archive
To access e-documents via UBS KeyPort or UBS AssetLink, you need:
a UBS account
a UBS e-documents contract
a interface (UBS KeyPort or UBS AssetLink)
Your personal e-consultant will be pleased to assist you in finding a solution that meets your needs. You can also contact the UBS KeyPort Hotline on 0848 807 848 between 8 a.m. and 6 p.m.