Archiving provider Direct access of E-documents

Who should access e-documents via an external archiving provider?

Accessing e-documents via an external archiving provider is suitable for clients interested in an all-in-one solution who wish to outsource the processing (collection, verification, archiving, etc.) of e-documents.

What are the advantages of accessing E-documents via an external archiving provider? 

  • The software partners have been certified by various authorities (e.g. Swiss Bankers Association) and therefore meet the highest requirements with regard to data security, confidentiality and system operations.
  • The legal requirements are met by the archiving company.
  • Because electronic archiving is the core business of these providers, their infrastructure is always kept right up to date.
  • As the infrastructure is used by a number of clients, this reduces the unit costs per archived document for you.

Which archiving providers offer access to E-documents? 

These UBS software partners offer suitable solutions.

How are the documents accessed?

  • Daily, automated download of the e-documents by the archiving providers, which file them in their archives.
  • Clients gain access to their e-documents via browser from their archiving provider.


To access e-documents via external archiving provider, you need: 

  • a UBS account
  • a UBS E-documents contract
  • a power of attorney for provision of the documents to an archiving provider of your choice

Terms and conditions 

  • The service price for accessing and archiving documents via UBS software partners depends on the respective provider's individual pricing structure.


  • Your personal e-consultant will be pleased to assist you in finding a solution that meets your needs. You can also contact the UBS KeyDirect Hotline on 0848-807 848 between 8 a.m. and 6 p.m.
  • UBS software partners offering archiving solutions for e-documents: UBS software partners list