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.

The custody account at a glance

  • Buying and selling securities and precious metals (orders registered around the clock through e-banking)
  • Interest and dividend coupons credited automatically
  • Detailed annual statement of assets

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.

Sound advice

Would you like to invest in securities or precious metals? We are happy to help you open a custody account and provide you with advice on investing your money. Contact us.

Products and tools

UBS Asset Allocation Funds

UBS Asset Allocation Funds

Asset allocation funds offer tailored investment solutions to suit your goals and needs.

UBS Fund Gate

UBS Fund Gate

A complete overview: UBS Fund Gate provides detailed information on the performance and strategy of our investment products.

Investment solutions brochure

Investment solutions brochure

Discover your own personal investment solution one step at a time – find out more about the various aspects to consider when investing your assets in this brochure.