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 TurboTaxtax 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.

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