Custody account

The foundation for your investments

The custody account is the foundation for your investments. You can use your custody account to buy and sell shares, investment funds, bonds or precious metals.

Custody accounts at a glance

Easy access via Digital Banking

Interest and dividend coupons credited automatically

Detailed asset statement at end of year

Know your money is in safe hands

Invest with UBS and decide how much advice you want from us and what decisions you’d rather make yourself. We look forward to assisting you

  • Investment strategy development
  • Suitable investment selection
  • Portfolio monitoring

The custody account in detail

The UBS custody account is the safest way of keeping and managing your securities and precious metals.

With a custody account, we handle the following tasks for you:

  • Safekeeping of securities and precious metals
  • Securities collection and securities maturity crediting
  • Redemption of coupons
  • Capital transactions, such as capital increases
  • Tax reimbursement claims (optional)
  • Tax statement with tax rates (optional)

You also automatically receive a detailed statement of assets at the end of the year. This shows all of the assets with their current rates and values.

Prices for the custody account are based on the account's value. Please refer to the Custody prices for private and corporate clients / Price Securities deliveries (PDF, 208 KB) for more detailed information.
Prices for FX/PM and OTC may be charged in addition to contract based fees. Please refer to the fee schedules (PDF, 131 KB) for a guide to these charges.