Find out everything you need to know about the transfer of your banking relationship to UBS.
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Your journey to UBS
Information
In the summer of 2024, we informed you about the merger of Credit Suisse with UBS and gave you an initial insight into the process.
Preparation
We will arrange everything for a smooth transfer and inform you in detail.
Transfer
Your banking relationship will be transferred. You will find information on the exact date and procedure in the corresponding letter.
Completion
After the transfer, your banking relationship will be fully transferred to UBS, and we look forward to welcoming you.
Amended terms and price lists
Please familiarize yourself with the contractual adjustments to your banking relationship. You can view the adjusted terms and the price lists for your products and services after the transfer online using the personal access code from our letter.
You can find the price lists in the chapter on amendments subject to right of objection.
This can happen if the iCloud Private Relay function is activated on your Apple device or the “Trackers and websites” function is activated in Safari. This prevents the system from recognizing your actual location. In such cases, you will be automatically redirected to this international UBS website.
To access the desired website, you can temporarily deactivate your tracker function:
Apple
Settings > Apple ID > iCloud > Private Relay > Deactivate
Safari
Settings > Safari > Hide IP address > Select None or Tracker only (not Tracker and Websites).
No, the transfer of the banking relationship will run automatically on the date communicated to you.
We will send you the date of the transfer of your banking relationship and instructions on how to start your journey to UBS in good time by mailed letter.
We will send you the date of the transfer of your banking relationship and instructions on how to start your journey to UBS in good time by mailed letter.
It is not possible to change the date of the transfer.
We will make sure you are kept up to date – both before and after the transfer.
We will send you a letter informing you of the upcoming transfer of assets and the completion of the transfer.
Family members may have different products and/or be assigned to different client segments, which in turn defines the respective transfer time. Although we generally try to transfer related client relationships at the same time, some technical restrictions apply here
Contact us as soon as possible. We can help you to secure your accounts and prevent any further unauthorized access.
Change your passwords: update your banking applications and all associated passwords right away.
You can carry out your banking transactions as usual in Credit Suisse Online & Mobile Banking until the transfer, which we will communicate to you in good time by letter.
Once the transfer begins, you will continue to have access to Credit Suisse Online & Mobile Banking for a period of three months to download existing documents, but you will no longer be able to carry out any banking transactions.
What you can expect from us
Protect yourself from fraud
We will never ask you to disclose your personal details or transfer money to another account. In preparation for the transfer, we will contact you exclusively by mailed letter or Credit Suisse Online & Mobile Banking. Always check whether you are really on ubs.com or whether the letterhead contains your personal client number.
Fraud attempts can happen at any time: be careful if you receive unsolicited requests by e-mail, text message or telephone.
Contact us
If you have any questions, please do not hesitate to contact us by telephone. You will find the number in your client letter.