Ubs Online Services provide a simple, powerful, and personalized way to navigate your financial life. With convenient tools and a crisp design, you can manage your accounts, track spending, plan for milestones, and more, all from one platform.
Convenient Financial Management Tools
UBS online services offer a suite of tools designed to simplify your financial life. These tools allow you to:
- Manage Accounts and Cash: Easily view balances, transactions, and account details.
- Set Budgets and Track Spending: Create personalized budgets and monitor your spending habits with intuitive tracking tools. Visualizations and reports can help you understand where your money goes.
- Track Investments: Monitor your investment portfolio’s performance and make informed decisions.
- Plan for Life’s Milestones: Set financial goals for major life events, like retirement or buying a home, and track your progress. Utilize planning resources and calculators to estimate needs and develop strategies.
- Manage Equity Awards: If enabled by your company, manage your UBS-administered equity awards account directly through the online platform.*
Personalized and Secure Digital Experience
UBS online services are designed to be personalized to your individual needs. UBS uses your responses within the app to tailor your digital experience. Rest assured, your information is secure, and UBS will not update client records unless you confirm the information with your Financial Advisor. The platform is accessible anytime, anywhere, providing you with 24/7 access to your financial information.
Accessing UBS Online Services
UBS online services are primarily intended for existing clients of UBS Financial Services Inc. The availability of the UBS app in various app stores does not constitute a solicitation or offer to establish a new client relationship.
Important Disclosures
As a firm offering wealth management services, UBS Financial Services Inc. provides investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. These services are separate and distinct, governed by different laws and arrangements. It’s crucial to understand how UBS conducts business and to carefully review the agreements and disclosures provided regarding their products and services. For more details, review the client relationship summary at ubs.com/relationshipsummary or consult your UBS Financial Advisor. Specific disclosures apply for residents of Australia and China; consult the relevant documentation for more information.
*Once enabled for your company, contact your company’s plan administration team with questions. The information you include in this app is for personal use only.
© UBS 2022. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA. Member SIPC.
