How can we assist?

We have provided answers to the most frequently asked questions about Wealth Management Online in the short videos and FAQ below.

You may also contact our customer support helpline or your client advisor for more information.

General

UBS Wealth Management app is an app that drives end-to-end engagement between UBS and our clients by delivering tailored investment content and market leading investment solutions.

UBS Wealth Management app lets you stay connected to your wealth. We put investment opportunities and market solutions in your hand.

iOS 7 & above

English, Traditional and Simplified Chinese

No, UBS Wealth Management clients will be offered without any subscription charges. 

You will need your Login ID, Access Card and PIN to login. If you’ve forgotten how to use your Access Card, click here.

A quick guide for clients using password login:

A quick guide for clients using password login

1. On the login screen, enter your Login ID.

A quick guide for clients using password login

2. Tap ‘Touch ID’ followed by ‘Login’.

A quick guide for clients using password login

3. Enter password*, tick consent box, and tap ‘Confirm’.

A quick guide for clients using password login

4. Tap ‘OK’ to complete the setup.

Touch ID is currently available on supported iPhones and iPads only.

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.

My portfolios

The app uses UBS global reporting standards, which are a little different to what you’re used to. Now you can view the performance of your portfolios on a daily basis, and the same standards will be applied across other digital channels in due time. Refer to your monthly statements for the official record.

 

The Regional View shows your risk exposure in the global markets and regions. The Currency View shows your risk exposure in various currencies. Together, you’ll have a more holistic view of your investments with UBS.

Note: The information in these views relies on external sources and is presented for your information only, not for official purposes. Speak to your client advisor to find out more.

 

In the app, your bonds are listed according to their grade and maturity instead of sub-asset classes.

The app offers you an overview of your total investments. Refer to your monthly statement for more details. 

We don’t offer views for margin accounts. They’re used for trading derivatives, which don’t conform to the general portfolio-based investment approach.

Changes may take up to three business days to be updated in the app. Speak to your client advisor if you have any questions.

You can view your account holdings on this app. However, it doesn’t report the performance numbers on margin accounts.

Market Insights

These articles are meant to give you the latest market views and commentary that may impact your investment strategies.

They’re not meant to sell products. They’re also not recommendations and are published for your information only.

This is where you can find articles written by a panel of market analysts who are selected based on their views, popularity and areas of expertise. Articles sourced include updates on portfolio holdings, risk profile, and market research.

These articles are meant to give you the latest market views and commentary that may impact your investment strategies.

They’re not meant to sell products. They’re also not recommendations and are published for your information only.

This section points out potential investment opportunities based on a market event. Speak to your client advisor if you see an opportunity you want to take advantage of. 

It allows you to gather articles based on investment topics and analysts that interest you, saving you time in research. Select from a list of 20 to 50 topics and articles will automatically be collected in the "Articles from Topics I follow" section.

You have the option to select your favourite analysts from a list of 10 to 15. Articles written or linked to the analyst are then automatically collected in this section.

My Insights gathers all articles that you’ve marked "My Favorite". 

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, the app searches for articles based on your portfolio holdings, risk profile, and research entitlements.

The topics have been hand selected from the wider body of content available from us. In future updates, the app will be able to suggest topics based on your preferences.

Yes you may download articles or you can contact your CA for full article.

We are here to help you

Customer support helpline
Available from: Mon - Fri: 8am - 8pm; Sat: 9am - 5pm