UBS Wealth

Portfolio overview

Review key details of your banking relationship(s) at a glance.

• Performance over (a) selected time period(s)
• Cash and cash equivalent balance
• Asset class or currency allocation

Review detailed information relating to your portfolio(s):

• Positions viewer
• Performance comparison against selected benchmarks
• Cash account balances and activities
• Historical transactions

Insights

Easily find instruments, relevant research and latest market news on your device:

• Track the performance and other pertinent data relating to companies, financial instruments and major indices
• Access to the latest UBS CIO Research publications
• View global and regional market development

eDocuments

Access electronic copies of key bank documents:

• Access and download the latest bank statements, correspondences and advices in electronic format
  
• Easily access archived copies whenever you need to

Watchlist

Monitor your selected financial instruments:

• Create a personal multiple-asset watch list of financial instruments

Settings

Easily update notification settings via the App:

• Change your notification preferences for your mobile number and email address

Payments

Effortlessly manage your transactions with credit transfers and instant payments in EUR.

• Perform payments securely from any device
• View all payment statuses in one place
• Reuse details of previously saved beneficiaries
• Set daily or per-transaction limits for instant payments
• Capture instant payments 24/7/365

Agreements

Digitally sign your documents with ease and security.

• Sign documents in electronic format
• Confirm investment proposals using secure electronic signature
• Access and sign documents anytime, anywhere
• Benefit from a paperless experience
• Ensured with our UBS security and privacy standards