E-documents via UBS e-banking. A brief guide.

ab
E-documents via UBS e-banking.
A brief guide.
For Individual Clients
The E-documents function in UBS e-banking allows you to receive bank documents such as account statements,
credit and debit advices, etc. in electronic form. With E-documents, you can access your correspondence at
any time from anywhere in the world.
The electronic documents are delivered to you quickly
Changing to E-documents does not affect the appearance
and securely under E-documents on the Mailbox tab in
of your correspondence from the bank. E-documents look
UBS e-banking. For an overview of the electronic docu-
identical to their paper counterparts.
ments you can access via UBS e-banking, go to
www.ubs.com/e-banking and look under User guides in
Note: If you have activated the Suppress account state-
the left-hand menu.
ment function under Settings
Account & custody
account, you will not be able to receive account state-
ments via E-documents. Deactivate Suppress account
Benefits of E-documents
statement if you wish to change to receiving account
statements in E-documents.
• Faster delivery
• Legally equivalent to paper documents
Try out E-documents today by changing the delivery type
• Lower costs (savings on postage, lower account main-
for your correspondence in a few simple steps.
tenance charge)
• Documents accessible via UBS e-banking for two years
• Documents downloadable as PDF files
• Bank documents can be stored and printed locally
Change to E-documents in three steps
1
2
1 Starting and selecting E-documents
3
2 Changing to E-documents
3 Viewing electronic documents

---

1. Starting and selecting E-documents
If you want to view, save or print an electronic document
you have already read, open the list under E-documents
Once you are logged into UBS e-banking, click on the
on the Mailbox tab and click on the name of the electronic
Mailbox tab and go to E-documents.
document you want.
Now select Change delivery type in the left-hand menu.
Electronic documents can be sorted and searched quickly
and easily in UBS e-banking by status, document category
or date. You can also save your bank documents locally to
your PC, print them out or delete them here.
2. Changing to E-documents
What does E-documents cost?
You can now change your correspondence to E-documents
E-documents is free of charge. The account maintenance
for all the accounts you hold. To do this, click on the radio
charge for personal accounts is reduced when you change
button in the column headed Electronic. E-documents is
from paper to E-documents.
activated as soon as you save this change. You can change
this setting back just as easily at any time.
Account maintenance for personal accounts is free of
charge if your assets held at UBS did not fall below
10,000 francs at any point during the previous month or
if you have a building loan or mortgage with UBS
(UBS Generation and UBS Campus personal accounts are
generally free of charge as well).
Questions?
Our UBS e-banking Support advisors are available
24 hours a day to answer any questions you may have
about E-documents and UBS e-banking:
• Telephone (Switzerland) 0848 848 064
• Telephone (international) +41-848 848 064
3. Viewing electronic documents
e trademarks of UBS.
As soon as you have received new E-documents, you will
be notified after you have logged into UBS e-banking.
Please click on the link to see your newest e-documents.
ch 2009.
eserved. Mar
© UBS 2009. The key symbol and UBS ar
All rights r

---