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Convert UBS Bank USA bank statements to OFX

Upload a UBS Bank USA bank statement PDF and get a structured OFX file back. Dates, descriptions, amounts, and balances are parsed automatically. Statemently produces a tidy OFX file that imports directly into OFX.

Convert to OFX

How to convert an UBS Bank USA bank statement to OFX

  1. 1

    Upload your UBS Bank USA bank statement

    Drag and drop your UBS Bank USA bank statement PDF onto Statemently, or click to browse. Text-based PDFs up to 10 MB are supported.

  2. 2

    Let Statemently extract the transactions

    Statemently reads the UBS Bank USA PDF and automatically pulls out every transaction — date, description, amount, and running balance.

  3. 3

    Review and fix any rows

    Check the extracted table and edit any cell inline. A confidence score flags anything worth a second look before you export.

  4. 4

    Download and import into OFX

    Download the OFX file, choose the correct destination account type, then import it into OFX — your transactions land in neat columns, ready to review.

Why OFX?

Universal bank format

OFX imports into Quicken, GnuCash, and most accounting tools with no column mapping.

Structured, not guessed

Dates, amounts, and descriptions are written into the fields your software expects.

Review before import

Check every transaction first, then import a clean OFX file.

About UBS Bank USA statements

Headquarters
Salt Lake City, UT
Established
2003
Insured
FDIC-insured
Website
www.ubs.com/cefs/en/ubs-bank-usa/ubs-bank-usa.html

UBS Bank USA is headquartered in Salt Lake City, UT and has served customers since 2003. UBS Bank USA bank statements are usually downloaded as PDFs from online banking, which look fine on screen but are painful to copy into a spreadsheet. Rather than retyping every line, let Statemently read the PDF and rebuild the transaction table for you — accurately and in seconds.

To get your statement, sign in to UBS Bank USA online banking (www.ubs.com/cefs/en/ubs-bank-usa/ubs-bank-usa.html), open the account, and download the statement period you need as a PDF — then upload it here.

Frequently asked questions

Is the UBS Bank USA to OFX converter free?

Yes. You can upload your UBS Bank USA bank statement and download the extracted transactions as OFX at no cost.

Will it work with my UBS Bank USA bank statement?

It works with text-based UBS Bank USA PDFs — the kind you download directly from UBS Bank USA. Scanned or photographed statements need OCR, which is coming soon.

How do I get my transactions into OFX?

Statemently gives you a clean OFX file. Open OFX and import that file — your UBS Bank USA transactions appear in organized columns.

Can I edit transactions before downloading?

Yes. Every row from your UBS Bank USA bank statement is editable inline, so you can correct anything before exporting to OFX.

Is my financial data secure?

Files are processed privately and are never sold or shared. Uploads are kept only as long as needed to produce your export.

Other UBS Bank USA formats

Convert other statements to OFX

Banks in Utah

Convert your UBS Bank USA bank statement to OFX

Upload a PDF, review the transactions, and download in seconds. Free and private.

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