CS/UBS Statements for Loan Application
Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger. Banks and NBFCs often require 3-6 months of bank statements in a structured format for loan underwriting. PDF statements alone are not always sufficient for digital lending platforms.
Select a format above or convert directly below
Secure Financial Data Processing
Loan Application Workflow with CS/UBS
Convert your bank statements to a clean Excel or CSV file that clearly shows regular income credits, existing EMI debits, and average monthly balance — the three metrics lenders care about most. For Credit Suisse (UBS) specifically: Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
How It Works
Step 1
Download 3-6 months of Credit Suisse (UBS) statements as PDFs
Step 2
Upload each to MintConvert and download as Excel
Step 3
Calculate average monthly balance and regular income from the spreadsheet
Step 4
Submit the Excel file alongside PDF originals to your lender or NBFC
Why MintConvert
- CS/UBS parser — Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
- Loan Application — Convert your bank statements to a clean Excel or CSV file that clearly shows regular income credits, existing EMI debits, and average monthly balance — the three metrics lenders care about most.
- CHF preserved — All CHF amounts preserved for loan application workflows.
- Integrations — Compatible with Excel, Google Sheets.
- Privacy first — Credit Suisse (UBS) PDF deleted immediately after conversion.
- Free to start — 5 free conversions/month. No credit card required.
Frequently Asked Questions
How do I use Credit Suisse (UBS) statements for loan application?
Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF. Then upload to MintConvert and download a clean Excel file. Convert your bank statements to a clean Excel or CSV file that clearly shows regular income credits, existing EMI debits, and average monthly balance — the three metrics lenders care about most.
Which output format is best for loan application with Credit Suisse (UBS)?
For loan application, Excel (XLSX) is recommended. The .xlsx file opens natively in Microsoft Excel and Google Sheets. All amounts are numeric — no text-to-columns conversion needed.
Does MintConvert handle Credit Suisse (UBS)'s PDF format for loan application?
Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
What loan application integrations work with Credit Suisse (UBS) output?
Compatible with Excel, Google Sheets.
Is my Credit Suisse (UBS) data safe?
Your Credit Suisse (UBS) PDF is processed in-memory only and deleted immediately after conversion. MintConvert never stores bank statement data.
Other Switzerland Banks
More Use Cases for CS/UBS