Download Stock & Option Trades From UBS Financial

  1. Log into your UBS account.
  2. Click on any of your account numbers.
  3. Go to Account Statements and Reports.
  4. Click on the DOWNLOAD button on the left.
  5. Under Step 1, select Account Information and then Realized Gain/(Loss).
  6. Under Step 2, select Accounts and click any of your accounts.
  7. Under Step 3, select Timeframe and choose a desired tax year or date range.
  8. Under Step 4, select Download.
  9. Save the download as a .csv file.
  10. If you have downloaded an Excel (.xls) file, you will need to convert it to a .csv file.