Mobilize your banking

Securely bank where and when you need to

Bank when it’s convenient for you with our digital banking services.

Make deposits and withdrawals, transfer funds, pay bills, manage your accounts and more, typically all within minutes. To get started, take a peek at the video tutorials below and learn how to use our digital banking services. Fitting banking into your busy life has never been easier.*

* Your eligible UBS Accounts and the associated cash management services are offered by UBS Financial Services Inc. through third-party banks. Deposit and loan products are offered by UBS Bank USA.

 

Banking services

Mobile Deposit Capture: Deposit checks quickly and securely within minutes

UBS Bank USA Core Savings: Make deposits and withdrawals quickly and easily**

Bill Pay: Pay bills and set up one-time or recurring payments for any of your monthly or daily expenses 

Three steps to Electronic Funds Transfer

Step 1 - Enroll: Enroll in the Electronic Funds Transfer service (EFT)

Step 2 - Account Verification: (two methods)

1. Instant Account Verification - Use your account number and password to link your UBS accounts with accounts you own at an external financial institution.
2. Manual Account Verification - Use your account number to link your UBS accounts with accounts you own at an external financial institution.

Step 3 - Electronic Funds Transfer: Learn how to initiate an Electronic Funds Transfer

    ** Only non-advisory accounts can execute online deposits into and withdrawals from UBS Bank USA Core Savings.

    About UBS Bank USA

    Please carefully review the UBS Bank USA Core Savings Disclosure Statement available at ubs.com/coresavingsdisclosure. UBS Bank USA Core Savings deposits are made through an account at UBS Financial Services Inc. UBS Financial Services Inc., as your agent and custodian will open a deposit account with its affiliate bank, UBS Bank USA, a member of the Federal Deposit Insurance Corporation (FDIC). UBS Bank USA Core Savings is not available for certain financial institutions, advisory accounts and non-resident aliens. Please see the UBS Bank USA Core Savings Disclosure Statement for a full list of eligible accounts. Please contact your Financial Advisor for additional information.

    UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS no. 947868.

    About UBS Financial Services Inc.

    The Resource Management Account (RMA), Business Services Account BSA and International Resource Management Account (IRMA) are brokerage accounts with UBS Financial Services Inc., a registered broker-dealer and a Member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). An explanatory brochure is available upon request or at sipc.org. The RMA, Business Services Account BSA and IRMA provide access to banking services and products through arrangements with affiliated banks and other third-party banks, and provide access to insurance and annuity products issued by unaffiliated third-party insurance companies through insurance agency subsidiaries of UBS Financial Services Inc.
     
    Investment, insurance and annuity products: Not FDIC insured • No bank guarantee • May lose value

    © UBS 2023. The key symbol, UBS, Resource Management Account, RMA, Business Services Account BSA, International Resource Management Account, and IRMA are among the registered and unregistered trademarks of UBS. All rights reserved

    IS2304049; Expiration 6/30/24

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