Become a client

Becoming a client

When you become a UBS employee, you become a UBS client.

Being an employee at UBS means you will also experience the full breadth of UBS’s resources, addressing the wide range of needs across your entire financial life.

Depending on division, you have a certain period of time from your start date to disclose and begin to transfer all personal and associated brokerage accounts ("covered accounts") to UBS.

Deadline to disclose and begin transfer


Day 10

Asset Management

Day 30

All other divisions (except Asset Management)

So what can you do now?

  • Begin gathering account documentation to assist account transition.
  • Learn how you can partner with the UBS Wealth Advice Center or a branch Financial Advisor.
  • Wait until you've begun work at UBS to take further action.