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.
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.
Download tax documents
Are you completing your tax return and need last year’s account documents? Download the following documents directly in e-finance from mid-January.
- Interest statement
- Tax certificate for retirement savings account 3a
- Credit card account interest statement
- Mortgage tax certificate
Download bank statements
Are you looking for a bank statement from 2018 onwards? Download your account documents directly in e-finance.
Tax certificates for e-trading and fund custody accounts
Order e-trading tax certificates
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
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.
Reorder documents online
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? |
Reorder bank statements
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. |
Reorder interest statements
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. |
Customers without e-finance
Contact us to order the desired document over the phone.