How to Upload Your UBS Statement to Monavio
Follow these steps to download your UBS (Switzerland) statement and upload the PDF to Monavio. Monavio reads PDF statements.
Bank UBS
Country 🇨🇭 Switzerland
Statement Format PDF
Step-by-Step Guide
- 1
Log in to UBS E-Banking at ubs.com/e-banking.
- 2
Go to "Documents" or "Account Statements".
- 3
Select the desired account and time period.
- 4
Click on the statement to download it as a PDF.
- 5
Save the file to your device.
- 6
Upload the PDF to Monavio to automatically extract all transactions.
Tips & Common Issues
- ✓ UBS statements may be in German, French, Italian, or English depending on your region.
- ✓ Multi-currency accounts show transactions in their original currency — Monavio handles this automatically.
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