You can access a huge range of documents within the digital channel. This includes tax documents, valuations, credit card statements and advice slips. You can download these directly to your device as a PDF. Please note, you cannot currently access your documents in the mobile app.

Downloading documents

First you must choose ‘Documents’ in the top navigation. From here you need to perform a search – for a faster load, we recommend you choose a date range or a specific type of document you are looking for. You can also select ‘All periods’ which will load all documents you received in the last 6 years.

Within the table of documents, you will have the option to ‘Download’ on the far-right. If you click this, the document will automatically download as a PDF onto your device. If you want to download more than one document, you can select all the documents on the left hand-side and then choose ‘Download selected’. 

 

Downloading documents
Search

Personalise your content

Let us know where you’re located so we can tailor our information to make your experience more relevant.

Your regional contact:

  • EFG Bank AG
    Bleicherweg 8
    P.O. Box 6012 - 8022 Zurich
  • +41 44 226 17 17
Close
Close