Welcome to My Way

Thank you for entrusting your investment to our expertise.

UBS My Way is created around you and your needs. Discover how to make the most out of our innovative investment solution.

A personalized portfolio designed by you from a wide range of My Way building blocks

A flexible, digital solution that’s easily adapted if you want to follow the UBS House View or if your personal views change

Easily access your My Way portfolio via Mobile Banking and make simple changes with just a few clicks

Benefit from professional portfolio management taking care of instruments selection, day-to-day portfolio monitoring and rebalancing for you

In your UBS E-Banking go to:

01
Assets & Investments
02
Portfolio overview
03
Select My Way portfolio

UBS E-Banking screens showing the My Way Portfolio overview and its different widgets

Portfolio performance incl. market indices
Monthly update, incl. market environment and outlook on the investment strategy

Portfolio’s asset allocation, incl. building blocks
Investment positions

The screens shown on this page are for illustrative purposes only, and some of their features may differ from those displayed in your UBS Digital Banking.

Video tutorial - UBS Mobile Banking

Video tutorial - UBS E-Banking

Guide for Mobile Banking

Step 1

Open your Mobile Banking app and tap on your My Way Portfolio in the Home screen or under Assets.

Step 2

View the main figures and tap the three shortcuts to see more details and make adjustments to your portfolio. Alternatively, just scroll down to see new building blocks that you might want to add.

Option 1 – Building blocks

Switch between the two tabs at the top to review the target allocation and performance of all your building blocks.

Option 2 – Change allocation

Move the slider to change the allocation of this building block. We’ll guide you to ensure your allocations meet all the portfolio monitoring rules.

Option 3 – Increase amount

Ready to invest more? Select the debit account, then enter the amount you would like to add.

Option 4 – Building blocks you may like

Slide to explore building block ideas that might interest you. Tap a building block for more details or choose “See all” to discover the full range of opportunities available to you. By tapping “Select” you can add your chosen building block to your portfolio in just a few steps.

Guide for E-Banking

Step 1

Your My Way portfolio is located in Assets & Investments.

Step 2

Explore a selection of building blocks and find shortcuts for adjusting your allocations or investing more.

Option 1 – Explore building blocks

You can browse our broad selection of building blocks, or search for one that meets your needs.

Option 2 – Add a building block

Once you’ve found a building block that’s right for you, you can add it to your portfolio.

Option 3 – Change allocation

Move the slider to change the allocation of this building block. We’ll guide you to ensure your allocations meet all the portfolio monitoring rules.

Option 4 – Increase amount

Ready to invest more? Select the debit account, then enter the amount you would like to add.

As a UBS My Way client you benefit from regular reviews of your portfolio with your client advisor. Simply choose whether you prefer to be updated in person or, for example, via phone call.

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Welcome to My Way

Your UBS My Way

Keep track of your portfolio in UBS Digital Banking

In your UBS E-Banking go to:

Assets & Investments

Portfolio overview

Select My Way portfolio

Make changes to your portfolio in UBS Digital Banking

Video tutorial - UBS Mobile Banking

Video tutorial - UBS E-Banking

Step 1

Step 1

Step 2

Step 2

Option 1 – Building blocks

Option 1 – Building blocks

Option 2 – Change allocation

Option 2 – Change allocation

Option 3 – Increase amount

Option 3 – Increase amount

Option 4 – Building blocks you may like

Option 4 – Building blocks you may like

Step 1

Step 1

Step 2

Step 2

Option 1 – Explore building blocks

Option 1 – Explore building blocks

Option 2 – Add a building block

Option 2 – Add a building block

Option 3 – Change allocation

Option 3 – Change allocation

Option 4 – Increase amount

Option 4 – Increase amount

Reviews with your client advisor