How can we assist?

We have provided answers to the most frequently asked questions about digital banking in the short videos and FAQs below.

You may also contact our digital banking hotline or your client advisor for more information

Hotline available from:

Monday - Friday: 7am - 8pm
Saturday: 9am - 5pm

 

Mobile Banking

Whenever you login to the app, you will first need to be authenticated which will require a connection to the internet. This is for your security as none of your portfolio information is stored onto the app.

Market Insights

You have access to the latest investment views, research and market commentary from the Chief Investment Office (CIO) and Investment Products & Services (IPS) offices.

Yes, you may download articles or you can contact your Client Advisor for the full article.

Notifications

You can set up push, SMS and e-mail notifications via UBS Mobile Banking. 

Simply follow these steps:

  1. Open the menu and click 'Push notifications'
  2. Log in using your Access Card 
  3. Add new rules under 'Manage rules'.

4. Select the event and type of notification you would like to receive. Click 'Save'.

You have successfully set up your notifications.

General

iOS 6.1 or later
Android 4.4 and up

No, UBS Wealth Management clients are offered the use of UBS Mobile Banking app without any subscription charges.

Additional information about "UBS Portfolio Health Check" and "Further Investment Ideas"

Clients of UBS Advice™ are reminded to refer to Section VII of the Investment Services Terms and Conditions and specifically to Clause 3 for information about the criteria applied by the Bank in monitoring the Client's portfolio and the limitations of the service.  As part of the monitoring process, the Bank's staff regularly reviews and validates the monitored results before any Portfolio Health Checks are delivered to the Client.

Following from the monitoring results of the Portfolio Health Checks, the Bank's proprietary advisory engine may generate investment recommendations that either: (1) identify asset class and sub-asset class allocation of a Client's portfolio that should be re-balanced due to deviation against the target asset allocation for the selected investment strategy of the portfolio to optimize alignment with the target asset allocation; or (2) identify a switch recommendation to investments with similar characteristics where the Portfolio Health Checks trigger an alert.

Additionally, the Bank's in-house investment specialists may also generate investment recommendations based on the Bank's internal research and other publicly available information.  All such investment recommendations are further assessed with Portfolio Health Checks and investment suitability tools and the results are reviewed and validated by the Bank's staff before any investment recommendations are delivered to the Client.

For avoidance of doubt, there is no automated portfolio rebalancing and the recommendations above are provided for your consideration and further action.

Details can be found here (PDF, 283 KB)

We are here to help you

UBS Digital Banking hotline

Available from Monday - Friday: 7am - 8pm; Saturday: 9am - 5pm