How to Download Your UBS Bank Statement as PDF
This guide shows you exactly how to download your UBS bank statement as a PDF — and what to do with it once you have it. UBS statement PDFs are downloadable via UBS e-banking. Both CHF and multi-currency account statements are supported.
Step-by-Step Guide
- 01
Log in to online banking
Log in to UBS e-banking
- 02
Navigate to statements
Log in to UBS e-banking → Accounts → Account Statements → Select period → Download PDF.
- 03
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.
- 04
Download as PDF
Select PDF as the file format (not CSV or Excel — those formats miss the official bank formatting). The PDF downloads immediately.
- 05
Convert to spreadsheet (optional)
UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default. To convert the PDF to CSV or Excel for accounting software import, upload it to MintConvert.
Frequently Asked Questions
Why can't I find the 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 e-banking → Accounts → Account Statements → Select period → Download PDF.
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.
How do I convert the UBS PDF to CSV or Excel?
Upload the PDF to MintConvert at mintconvert.com. UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default. Download a clean CSV or Excel file in under 30 seconds.
Is the downloaded UBS PDF password-protected?
UBS statement PDFs are downloadable via UBS e-banking. Both CHF and multi-currency account statements are supported.