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