Need help please. How do I get tax statement for Fy24-25 from UBS. . I sold all stocks last year but getting a P&L statement seems to be a nightmare in this website

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It is a shocking website. Is it possible to at least get a copy of the transaction record? Under ‘Activity’ maybe?

How do you go about selling your stocks? They’re with UBS do we need to contact them?

You need to set up your account with UBS.
When you sell you can just keep the cash in UBS account. When you transfer cash (which is USD) out of UBS account make sure to send it to a *USD account of your own* (best option is Wise or Revolut) so that you can make the exchange to GBP rather than UBS and your retail bank giving you a shocking rate.

I do a free transfer of shares from UBS to my preferred brokerage. Then sell, with no fees. That way the transaction is consolidated with my other stocks and shares.

1. Sign up for brokerage with someone else. Trading212, ibkr, ii, etc
2. In the UBS account, go to transact shares, or something like that.
3. Submit form with other brokerage account info. Don't sell, just transfer.


If you have more questions, DM me your info and I'll create an account in your name and you'll not need to worry about a thing. I promise!!

Joking aside, it's easy AF. Just didn't forget to use the fair market value to calculate taxes.

And seriously, DM your bank info.

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