The end-of-year documents are generated in January each year and are available to you free of charge. You can find them in the 'Documents' section in your account (in the top-right menu, 'My Account') under the description 'Portfolio performance'. Please use the filter on the top left to display documents between your preferred date range.
Usually, these documents should be sufficient to complete a tax return, however, you may need to retrieve the dividend confirmations separately.
You can also order a tax statement in the 'Documents' section by selecting 'Request statement' (top-right), then 'Tax Statement' (in the next tab). The tax statement is charged CHF 100 per account, per year. It is generated within 10 working days.
Download a sample tax statement with or without capital gains.
Tax statements for Robo-Advisory accounts are generated automatically as soon as we have received all relevant information from the exchanges.
Unfortunately we do not provide the electronic tax statements at this time.
Account statements on request:
You can generate custom account statements for any given date (top right “Request statement”). Simply enter the desired date (or date range) and send your request.
When choosing a date range, you can also show the TWR and MWR analysis of your portfolio.
The account statement is generated as a PDF, available typically within 15 minutes.
