Custody account

The foundation for your investments

The custody account is the foundation for your investments. You can use your custody account to buy and sell shares, investment funds, bonds or precious metals.

Custody accounts at a glance

Easy access via Digital Banking

Interest and dividend coupons credited automatically

Detailed asset statement at end of year

Know your money is in safe hands

Invest with UBS and decide how much advice you want from us and what decisions you’d rather make yourself. We look forward to assisting you

Investment strategy development
Suitable investment selection
Portfolio monitoring

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The custody account in detail

Basis

Services

With a custody account, we handle the following tasks for you:

Safekeeping of securities and precious metals
Securities collection and securities maturity crediting
Redemption of coupons
Capital transactions, such as capital increases
Tax reimbursement claims (optional)
Tax statement with tax rates (optional)

You also automatically receive a detailed statement of assets at the end of the year. This shows all of the assets with their current rates and values.

Prices