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.

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