Download documents yourself in e-finance
As an e-finance customer, you can download your account documents directly online. Do you still receive your documents in paper format? Activate electronic delivery in e-finance.
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.
As an e-finance customer, you can download your account documents directly online. Do you still receive your documents in paper format? Activate electronic delivery in e-finance.
Are you completing your tax return and need last year’s account documents? Download the following documents directly in e-finance from mid-January.
Are you looking for a bank statement from 2018 onwards? Download your account documents directly in e-finance.
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.
Transfer the tax value and gross value of your funds to your tax return conveniently with these 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.
Do you need account documents from before 2018 or bank statements for a particular period? Would you like to reorder an electronic document on paper? |
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. |
You can reorder interest statements for up to ten years. Electronic orders in e-finance are free of charge. Reorders on paper are subject to a charge. |
Contact us to order the desired document over the phone.