UBS ConnectThe most important functions simply explained

UBS Connect gives external asset managers an online link to UBS. By using this direct connection, you can obtain up-to-date information on client and custody accounts and submit orders.

UBS Connect also connects you with the world's major stock markets, enabling your orders to be executed and confirmed with immediate effect during official trading hours and allocation and settlement data can be viewed online.


Connect gives external asset managers access to a comprehensive e-banking service designed to meet professional requirements. A range of functions help you optimize portfolio management for your clients.

An overview of the major features:

  • Access to up-to-date client and custody account information.

  • Efficient processing of stock-market orders.

  • Links to major stock markets.

  • Asset statements available online or as a PDF file for local print-out.

  • Performance calculations.

  • Direct access to online research and financial information.

  • User-friendly application thanks to state-of-the-art Internet technology.

  • Individual language selection: English, German, French and Italian.

  • Flexibility in your relationship with UBS.

  • Optimum security.

Security and support

The use of sophisticated encryption technology ensures optimum reliability and security when processing your transactions. Authorization and authentication are based on a three-tier security concept.

Access is via a direct connection (Extranet) or via the Internet. UBS Connect can be used as a standalone solution for a workstation, or integrated into a LAN comprising several workstations, while a Notebook gives you direct and secure access to all functions whilst you are on the move.

Technical advice, installation and training are all carried out by specially trained UBS staff. A hotline available in several languages offers you ongoing support and advice.

For UBS Connect the same security recommendations apply as for UBS E-Banking: