Manage my accounts

The IBAN is shown on all pages in the «Account» area in your Online Banking. You can find the BIC at the top of the account pages. To see the clearing number, please select «Account details» at the top of the account detail pages.

Don't have Online Banking yet? Sign up here (PDF).

Account details

The «Bookings» page shows what has been posted to your account. Under the default setting, you will see the bookings from the last 30 days. You can also change the time period or number of bookings shown directly on the «Bookings» page. The selection will be saved for future Online Banking sessions.

Don't have Online Banking yet? Sign up here (PDF).  

View Bookings

You can set filters to find a specific booking in Online Banking. Please note that under the default setting, you will see the bookings from the last 30 days. You can also change the time period or number of bookings shown directly on the «Bookings» page.

Don't have Online Banking yet? Sign up here (PDF).

Searching for specific bookings

You are also welcome to contact us by telephone or in person at the nearest branch. Please find the details in 'Contact and support' below.

You can view account balances from the past. To do so, click on the following link.

Don't have Online Banking yet? Sign up here (PDF).

Balance History

Use the Balance Optimizer to make your own rules for automated account transfers. This gives you an automatic and flexible solution for managing liquidity in your accounts.

You can:

• Optimize credit interest rates and make full use of savings potential
• Distribute available liquidity without manual effort
• Efficient cash management with simple administration
  
• You manage the rules yourself in Online Banking

Here you can set up your:

Balance Optimizer

The estimated balance is an overview that shows the estimated future balances of your accounts. This is calculated using the current balance, previously entered payments, and standing orders in the future. This preview does not include incoming payments and withdrawals with a debit card or direct debit.

You can change your account settings to view which bookings are used to calculate your balance at the top of the account detail pages. These settings are also used to calculate the estimated balance.

Estimated balance

If you have already set up e-​documents, you can view them in Online Banking at «Products and Services» --> «E-​Documents»

If you did not find the document you want under «E-​Documents», you can still order it by going to «Products and services» --> «Orders» --> «Account Statements» and/or «Tax Statement».

Please note that a fee is charged to prepare a tax statement. It depends on the number of items (number of accounts, securities in your safekeeping account, mortgages, etc.). Further information on the Tax Statement Switzerland can be found at this link (PDF).

You are also welcome to contact us by telephone. Please find the details in 'Contact and support' below. Please also note that fees may apply for reorders.

We are very sorry that you wish to close your account with us. Before you proceed, please take note of the following:

• Please consult our website for information regarding the current situation of Credit Suisse.
• The depositor protection for accounts with Credit Suisse of up to CHF 100’000 remains in place.
• For savings account withdrawals above CHF 50’000 a three month notice period is required. Otherwise fees occur as per the bank overview of conditions (PDF).

If you want to close your account nonetheless, please get in touch with your personal Relationship Manager who will assist you in the process and would be happy to know if there is anything else we can do for you.

If you do not have a personal Relationship Manager, please proceed as follows:

1. Complete the 'Order to close an account' form.
2. Sign the form.
3. Send it to the following address by post:
   UBS Switzerland AG
   P.O. Box 100
   8070 Zurich

It is important that you fill out the form completely so that we can process your request as soon as possible. The processing of your request might take some time.

Closing form (PDF)

This difficult period of mourning raises questions about many things, including the deceased’s banking relationship.

We’ll help you get through all the red tape awaiting you. Therefore we created a leaflet (PDF).

Please find further information and contacts of our inheritance support team on our website. You are also welcome to contact us by telephone or in person at the nearest branch. Please find the details in 'Contact and support' below or contact your relationship manager.

Contact details can be found on your account statements or in your Online Banking.

Find further information

Opening

You can open a Rental deposit savings account online via the UBS opening portal.

Closing a rental deposit

In order to close an existing rental deposit, you are required to completely fill out and sign the form below and submit it to us. Please note the explanations regarding the release and transfer of a rental deposit in order to avoid unnecessary delays. Expectation/duration?

Closing form (PDF)

You can find more information about rental deposit savings account below the following link:

Further information

For questions about your rental deposit account, we are happy to help you on 022 392 49 82 from 8 a.m. to 5 p.m. For all other questions, you will find the right contact person at the bottom of this page below 'Contact and support'.

Existing clients: Associations / condominium associations with an account with Credit Suisse
In order to change the signatory authority vis-à-vis the bank, we need the following documents:

• Signed minutes of the last meeting documenting the election of the current management board members. In the case of condominium associations, a signed copy of the administration agreement or minutes of the owners' meeting where the new administration was elected.
• Authenticated ID copies* of the management board members / administrators providing specimen signatures.

Please note that adjustment, including the review of your documents, can take one to two weeks.

New clients: Associations / condominium associations without an account with Credit Suisse
We would be happy to send you the opening documents in order to open a new account for an association and/or a condominium association. Please send us the following information/documents first:

• Signed minutes of the last meeting documenting the election of the current management board members. In the case of condominium associations, a signed copy of the administration agreement or minutes of the owners' meeting where the new administration was elected.
• In the case of associations: Copy of the current articles of incorporation.
• In the case of condominium associations: Land record extract (dated within past 12 months) and bylaws of the condominium association (copy).
• Authenticated ID copies^* of the management board members / administrators providing specimen signatures.

Please note that the opening, including the review of your documents, can take up to two weeks.

Our mailing address for the delivery of documents is:
UBS Switzerland AG
SACS 21
P.O. Box 2563
6830 Chiasso

^*The simplest option, which is free of charge, is for the new management board members / administrators to visit a counter at a Credit Suisse branch in order to have an ID copy made.

Find branch

Municipalities and post offices also offer this service (subject to charge in some cases).