E-services for Clients
Easy access to information and service.
As a client of UBS, you can choose from a variety of e-channels to enjoy easy access to your investment portfolio and market information, as well as to engage in virtual meetings with your client advisor.
With UBS e-banking, you can easily access your portfolio online wherever you are and whenever you want. This service allows you to track and monitor your portfolio information including balances, positions and transaction activities.
Selected UBS research publications are also available to our e-banking clients. Alternatively, your client advisor can help you subscribe to selected research publications on your behalf and you can choose to receive the subscribed reports via e-mail or e-banking.
For the full range of research publications, clients can access our online Wealth Management Research portal via UBS Quotes. The portal contains electronic versions of all of our publications and a self-service subscription tool to subscribe to your favorite publications and reports. UBS Quotes also offers detailed price information on a broad range of financial instruments, covering major worldwide stock exchanges and UBS products.
The innovative yet simple and secure solution allows your client advisor to share documents with you over internet while having a discussion over the phone, in particular for complex topics requiring visual illustrations.
All you need is a PC with Internet Explorer to easily access the document sharing system over internet. No installation is required and once you have logged on with a ticket number, you and your client advisor will be in a virtual private meeting room, sometimes together with our product consultants. While conducting your discussion over the phone, you and your client advisor can make remarks and add comments to the shared documents interactively in a very simple and intuitive way.
This complimentary service is available for clients with accounts held in Hong Kong and Singapore, providing regular updates on stock market indices and FX rates, market breaking news, as well as alerts on general market and strategy update teleconference calls in response to breaking news.
For details of any of the services mentioned above, please do not hesitate to contact your client adviser.
Products and services in these webpages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information.
© UBS 1998-2013. All rights reserved.