UBS bank statement: convert the PDF to Excel or camt.053
What UBS exports itself
- camt.052/053/054
- MT940/942
- PDF (10 years in e-banking)
Where to find it
According to UBS, camt reports can be ordered, configured and downloaded in e-banking (the “account reporting” page, aimed at business clients). Digital bank documents, i.e. the PDF statements, stay available in e-banking for ten years.
Sources
When you still have to convert the PDF
For periods before camt was ordered, for closed accounts and for private accounts without camt set up, the PDF is often all there is.
- Statements you receive from clients, mandates or counterparties as PDFs
- Accounts that have since been closed
- Periods before electronic export was activated
- Accounting software that requires camt.053 or MT940 when the bank only delivers CSV or PDF
How we convert your UBS statement
You upload the PDF, we extract the transactions and reconcile: opening balance + credits − debits = closing balance. You receive Excel, CSV or camt.053 and a check note within 48 hours. If it does not close, we say so and refund the statement.
Can FinVerify process UBS statements?+
Yes. We work without bank templates and check every UBS statement individually for balance reconciliation. Text PDFs and scans are fine.
Do I need FinVerify if UBS offers camt.053?+
No, if you run the account yourself and the period is covered: download camt.053 directly. FinVerify is for third-party statements, closed accounts and periods before camt was activated.