UBS Clients

At, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.

If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTax or (2) generate a PDF file for attachment to your return.

All for as little as $12.00.

Open Financial Exchange (OFX) Server

UBS hosts an OFX server from which your 1099-B realized gain and loss information may be retrieved by our program.

To retrieve information from their server, you will need the following information:

  • UBS Account Number (no spaces)
  • Document ID (top of your tax form, no spaces)     

Regarding the above, they indicate:
Use your UBS Account Number and Document ID (top right corner of your tax form) found on your UBS tax form to download your information. Enter this information without spaces.

1099-B Portable Document Format (PDF)

For tax year 2021, you may download your UBS Form 1099-B PDF file and submit it for processing.


If you have additional or newer information regarding UBS downloadable files, please email us at .

Try Then Buy

The app helps you self-prepare your 2021 or prior year Form 8949 and Schedule D (and Form 4797, if applicable). The app can also help you import your data into tax software applications.

You don't pay until after you review and approve our web application results.