All paperwork in one place
Download your Union Investments bank statements automatically
GetMyInvoices automatically downloads bank statements from Union Investments. This saves you time and keeps you always on top of your accounting.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for Union Investments
No more manual downloading
You no longer log in to your Union Investments account to hunt for statements. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Union Investments receipts sit in one place — central, searchable and tagged. Your team finds any document in seconds, and nothing gets lost.
Accounting without media breaks
Your receipts flow automatically into DATEV, Lexware Office or your cloud. Your books stay up to date with nothing to forward by hand.
Who uses GetMyInvoices with Union Investments
Investment, Trading & Fintech
Shortly before the reporting deadline, a bank statement from the Union Investment portal is missing again in fund controlling, and someone has to log in separately to retrieve the custodian statement for the monthly closing. With multiple funds and distribution partnerships, this effort quickly adds up, especially when settlement data from various accounts has to be consolidated. With automated retrieval, all statements are available in full on time before the period closes. No one has to chase colleagues anymore to get missing documents for reconciling fund custody. This keeps the reconciliation between fund accounting and the custodian bank fully traceable.
Get started now with bank statement automation for Investment, Trading & FintechBanking & Payments
In the settlement department of a cooperative bank, reconciliation of Union Investment accounts often only lands on the desk once the commission statement for fund distribution is already due. Because several distribution and clearing accounts run in parallel, matching incoming payments with actually brokered fund shares gets delayed. If bank statements are retrieved automatically, they are already fully available in accounting before the internal settlement deadline. The manual search for individual documents for the distribution statement is completely eliminated. This allows payment transactions with Union Investment to be closed without delay at month-end.
Get started now with bank statement automation for Banking & PaymentsInsurance & Health Insurance Funds
When an insurer's accounting department wants to reconcile Riester and Rürup savings plans with Union Investment bank statements at the end of the quarter, it's regularly exactly the one statement proving the premium payment of a fund-linked contract that's missing. With thousands of contracts with regular premium payments, this gap quickly becomes a bottleneck in reconciling the coverage pools. Automatic retrieval reliably makes all statements available without anyone having to check the portal. This allows the provisions review for fund-linked policies to be completed on schedule. This keeps the reconciliation of retirement provision products robust even with high contract volumes.
Get started now with bank statement automation for Insurance & Health Insurance FundsHow does it work?
Connect your Union Investments account
Connect your Union Investments account to GetMyInvoices once to download bank statements automatically.
Good to know
- Sign in with your usual login details.
- You can connect several accounts of this portal separately.
- Your login details are stored encrypted and cannot be viewed by GetMyInvoices staff.
Bank statements are retrieved automatically
GetMyInvoices checks your Union Investments account regularly and downloads all available bank statements automatically.
Good to know
- All available bank statements are captured.
- You set the retrieval interval yourself.
- Documents already captured are not downloaded twice.
Forward to your accounting
Your Union Investments receipts are exported to the accounting solution of your choice.
Good to know
- Compatible with DATEV, Lexware Office and other accounting solutions.
- You set the export schedule independently of the retrieval interval.
- On export, you pass either the file or the file including metadata.
Proven performance by GetMyInvoices
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About Union Investments
Union Investment is an investment company through which investors invest in funds and manage portfolios. This regularly generates bank statements and settlements that need to be recorded in accounting. Automatic retrieval eliminates manual downloading and speeds up processing.
Frequently asked questions about Union Investments and GetMyInvoices
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Union Investments bank statements?
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