Step-by-step guide to safely connect your UBS account to a personal finance app in Switzerland. Learn about Open Banking, security, and what data is shared.
UBS is Switzerland's largest bank, and connecting it to a personal finance app gives you a complete view of your spending, savings, and investments. Here's how to do it safely.
Step 1 — Choose a Swiss-compatible finance app
Not every app supports Swiss banks. Finch is built for Switzerland and supports UBS via the official bLink open banking platform.
Step 2 — Authorize via bLink
Bank connections in Switzerland use bLink, the SIX-operated open banking platform. You'll be redirected to UBS, log in with your e-banking credentials, and explicitly approve read-only data sharing.
Step 3 — Review what's shared
- Account balances
- Transaction history
- Investment positions (where applicable)
Finch can never initiate payments — connections are read-only by design.
Step 4 — Manage consent
You can revoke access at any time directly in UBS e-banking under "Open Banking → bLink consents", and also in Finch settings.
Security
All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Finch never stores your UBS credentials — only the bLink consent token.
Last reviewed by the Finch editorial team on .
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