UBS hosts an Open Financial Exchange (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.
Please email us at email@example.com with new information if any of the above is out-of-date or incomplete.