How to Download Your Credit Suisse (UBS) Bank Statement as PDF
This guide shows you exactly how to download your Credit Suisse (UBS) bank statement as a PDF and what to do with it once you have it. Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger.
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Step-by-Step Instructions
Log in to online banking
Log in to UBS Digital Banking (former CS clients)
Navigate to statements
Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF.
Select your date range
Choose the date range for the statement you need. For tax filing, select the full financial year. For loan applications, select the last 3–6 months.
Download as PDF
Select PDF as the file format (not CSV or Excel those formats miss the official bank formatting). The PDF downloads immediately.
Convert to spreadsheet (optional)
Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements. To convert the PDF to CSV or Excel for accounting software import, upload it to MintConvert.
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Frequently Asked Questions
Q.Why can't I find the Credit Suisse (UBS) statement download option?
Most banks require you to navigate to the Accounts section, not the Transactions view. Look for 'Statements', 'e-Statements', or 'Account Statement' in the main navigation. Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF.
Q.What date range should I download for tax filing?
For income tax filing, download the full financial year statement. For Switzerland, this covers January 1 to December 31.
Q.How do I convert the Credit Suisse (UBS) PDF to CSV or Excel?
Upload the PDF to MintConvert at mintconvert.com. Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements. Download a clean CSV or Excel file in under 30 seconds.
Q.Is the downloaded Credit Suisse (UBS) PDF password-protected?
Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger.