An online tool for employees that brings everything together
UBS One Source is a convenient, global, easy-to-use website that puts all the information your participants need right at their fingertips. It provides consolidated account information and transactions, modeling tools, company stock quotes and plan information, 24/7.* Through this powerful new technology, you’ll also be flexible and adaptive to changing trends in the equity compensation plan landscape.
For international companies, One Source also offers information and online transaction services in English, French, Spanish, German, Japanese, Russian and simplified Chinese. This way, non-English speaking employees have the ability to transact shares through our Internet application as easily as English-speaking employees.
We can also will tailor your participant site to reflect your company's brand-displaying your company’s logo and customizing with your specific plan features. Your employees can access UBS One Source directly from your company’s internal website, without having to complete an additional log-in process, provided that your company has implemented industry protocols supported by UBS Financial Services Inc.
On UBS One Source, your employees can access:
- A consolidated Account Summary showing their stock benefit plan account holdings and other assets they may hold at the firm
- Transaction capabilities, including exercise of vested stock options and sales of available shares
- Selection of multiple order types and distribution elections
- Participant alerts and notifications upon login
- Real-time company stock quotes and major market indices
- Online forms, brokerage statements, grant communications and confirmations
To use your UBS One Source login, visit
Note: The ticker in the web address is your company's stock symbol in lowercase letters. For example, if XYZ Corporation's ticker is XYZ, the URL would be www.ubs.com/onesource/xyz. You will be prompted to enter your Login ID and Personal Identification Number.
For more on how UBS One Source can help make employee access more efficient for you and your company, connect with a CEFS representative at 866-706-2727 (Monday - Friday, 9:00 a.m. to 5:00 p.m. ET) or e-mail us at CEFS@ubs.com with your name, title, company and contact information.
* Subject to downtime for scheduled maintenance.
Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com
© UBS 1998-2014. All rights reserved.
Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA. UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA
Notice for Non-U.S. Investors. Order Routing Disclosure. Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities. Futures Commission Merchant (FCM) Information for UBS Financial Services Inc.