How to Extract Data from UBS Bank Statements

UBS is one of the world's largest wealth managers, and many investors need to extract data from their UBS statements for portfolio tracking and reporting.

UBS Statement Types

UBS provides several statement formats:

• Portfolio Overview: Summary of all holdings
• Account Statement: Transactions and balances
• Performance Report: Returns and benchmarks
• Tax Documents: Annual tax summaries

Extracting UBS Statements with BOFFO

1. Download your UBS statement as PDF
2. Upload to BOFFO
3. Review extracted holdings and transactions
4. Export to Excel or use built-in analytics

BOFFO has specialized extraction for UBS formats, achieving 99%+ accuracy on standard portfolio statements.

Tips for UBS Extraction

• Use the most recent statement format
• Include all pages of multi-page statements
• Check for OCR quality on scanned documents

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