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Custody accounts: build long-term wealth

Trade equities, ETFs, precious metals and funds securely, with full visibility and transparency.

Custody accounts at a glance

A UBS Custody Account gives you a foundation for pursuing your investment goals. Hold and trade equities, ETFs, precious metals, funds or bonds centrally in one place, retain an overview of your portfolio and streamline your admin.
  • Foundation for building long-term wealth
  • Secure custody for your securities and flexible trading
  • Personal advice on request

Fees for OTC transactions involving foreign exchange and precious metals may be charged in addition to contractual fees. Please refer to the fee schedule(PDF, 100 KB) for information about these costs.

Investing involves risk. The value of investments can go down as well as up. Fees and charges may apply.

Your benefits with a custody account

  • Keep track and invest strategically

    Keep track of your investments and access key markets.

  • Transparent custody account services

    Benefit from transparent custody account management, automatic credits and an annual asset statement.

  • Invest independently or with advice

    You decide whether to manage your investments yourself via UBS Digital Banking or get support when you need it.

Investing made easy: practical knowledge to get started

  • Financial report in cool blue-gray colors showing a pie chart, with a silver pen lying across

    Tips for investing

    Succesful investing: seven expert tips

    Successful investing starts with understanding the markets, knowing your risk profile and diversifying broadly. A long-term strategy can help you navigate short-term fluctuations and avoid rash decisions.

  • Man with tablet computer at home smiling

    Tips for investing

    Overview of types of investment: Which are right for you?

    Savings accounts offer stability, equities provide return opportunities, bonds can help balance a portfolio, while ETFs and precious metals support diversification. The key is finding a solution that matches your goals and risk appetite.

  • Young woman in glasses looking at blue bar chart on computer screen smiling

    Tips for investing

    Custody accounts in a nutshell

    A custody account is the foundation for buying, selling and holding investments such as equities, funds, precious metals and bonds. Linked to an account, it lets you manage your securities securely and conveniently.

More solutions for your investment goals

Woman jumping on snow holding a smartphone

UBS key4 trading for independent investing

Open your custody account in just a few minutes and trade equities, funds and ETFs easily in the UBS Mobile Banking App. Respond quickly to market opportunities and keep track of your portfolio at all times.

  • Invest and trade digitally
  • Manage your portfolio centrally
  • Easy access to Swiss and international markets
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Invest flexibly and digitally: ETF savings plan from CHF 50

Invest regularly in funds and ETFs from as little as CHF 50. Adjust your savings plan at any time and manage everything conveniently in Digital Banking.

  • Start investing from CHF 50
  • Adjust your savings plan at any time
  • Manage everything in Digital Banking

Frequently asked questions