Digital bank documents

 

Digital bank documents save space, can be accessed 24/7
and are better for the environment

Easier storage, quicker communication and greater flexibility. Hold all your banking documents electronically with our free digital bank documents service. What better way to reduce your costs while benefiting your clients, the environment and your business.

Your digital bank document benefits at a glance

  • Save office space through electronic archiving
  • Arrive quicker than physical documents
  • Confidence that they contain digital signatures and metadata
  • Full compliance with statutory electronic archiving requirements
  • Help optimize your processes and reduce costs (e.g. manual processing, postage)
  • Protect the environment by using less paper and transport

Switch now

Switch to digital bank documents in three simple steps

Step 1

Sign contractual documents

Please contact your UBS client advisor to send you the necessary contractual documents.

Step 2

Activation of digital bank documents

Once UBS has received the signed contractual documents, you can activate the digital bank documents service yourself via UBS Connect.

Step 3

Display of digital bank documents

Newly received digital bank documents can be retrieved through the inbox of your UBS Connect mailbox.


Can we help you make more use of our digital solutions?

Please contact us and an advisor will be in touch shortly.