Bank statement, interest statement and tax certificate

Do you need bank statements for a particular period? Or are you missing specific documents for your tax return? You can order them conveniently online or download them directly in e-finance.

Bank statements

As an e-finance customer, you can download your account documents directly online. Do you still receive your documents in paper format?

Download a bank statement yourself

Are you looking for a bank statement from 2018 onwards? Download your account documents directly in e-finance.

Reorder a bank statement

Do you need a bank statement from before 2018 or an overview for a particular period? Order your bank statement for a time period of your choice up to 10 years in the past. Orders in e-finance are free of charge. Delivery by post is subject to a fee.

Tax documents

Are you completing your tax return and need last year’s account documents? Download your interest statements, tax certificates and tax statements directly in e-finance.

Download documents yourself in e-finance

Download the following documents for your tax return directly in e-finance from mid-January.

  • Interest statement
  • Tax certificate for retirement savings account 3a
  • Credit card account interest statement
  • Mortgage tax certificate

Reorder older interest statements

Do you need an interest statement from before 2018? Orders in e-finance are free of charge and can date back up to 10 years. Delivery by post is subject to a fee.

Order e-trading tax certificate

The detailed e-trading tax statement makes it easier to transfer securities information to your tax return.  You can order the certificate directly in e-finance if required. Orders cost 96.95 francs.

Fund self-service and fund consulting basic tax documents

Enter the tax value and the gross value of your funds on your tax declaration using these free instructions.

Alternatively, you can order tax certificates for fund self-service and fund consulting basic via the hotline, for a fee. Orders cost 96.95 francs.

Customers without e-finance

Contact us to order the desired document over the phone.