Stay up-to-date with secure online access to your account
You can check on your assets and the performance of your portfolio at any time with UBS-SFA Online. This secure, state-of-the-art online banking system offers the following benefits:
- An easy-to-use, browser-based system which requires no software installation on your end.
- Highly secure encryption and a secure login based on a unique token.
- Add reports and real-time visualizations to your personal dashboard with embedded widgets.
- Access to your statements and all notices, whenever you want.
- Daily portfolio valuations broken down by asset class and currency.
- Ability to print cleanly-formatted statements or download data to Excel.
- Secure, encrypted e-mail communication with your Wealth Management Consultant.
If you're a UBS-SFA client and would like to register for an Online Services account, please contact your Wealth Management Consultant.