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.

Quotes and research

Your subscriptions details are currently unavailable. We are working to re-activate the feature in a future release.

The alerts feature is currently unavailable in the integrated Quotes. We are working to reactivate this in a future release.

E-documents

You will only see new statements and transaction advices generated in e-banking after you have logged in and accepted the e-documents electronic legal agreement.

Clients can expect to see the following documents in their e-documents:

  • Confirmations and advices: Payment Advices, Fees, Security Advices, Treasury Advices
  • Statements: Current Account Statements. Statement of Assets, Year-End Statements
  • Legal: Regulatory and Bank Legal Notices
  • Others: Product Notices, Account Notices, Marketing Letters, etc.

Alerts

You will receive alerts for new e-documents, login warnings and messages from your client advisor.

Please provide a written instruction to your Client Advisor. This is one of our safety measures to ensure your data security.

Access Card Display

Yes, you can change the language. We currently have eight language options available: German (DEU), Dutch (NLD), Portuguese (POR), Spanish (SPA), English (ENG), Italian (ITA), and French (FRA).

Please follow the steps below to change the language:

  1. Press & hold the Power button to turn on the card.
  2. Touch the yellow button (DEL Menu)
  3. Touch the down arrow twice (number 6 button) and click OK
  4. Touch the down arrow (number 6 button) until you locate your desired language.

The language on the Access Card Display cannot be changed to Chinese. However, you can request a Card Reader through your Client Advisor or the helpline. The Card Reader is an additional device, used along with your Access Card Display and can display the card information in Chinese.

Please press and hold the power button to turn on the card. This is to avoid the card from turning on accidentally.

For ease-of-use, we recommend you place the card on a flat surface when using the buttons.

The login ID is uniquely assigned to your access and cannot be changed. We recommend you safeguard your e-banking ID at all times.

If you forget your login ID, please contact the helpline to retrieve it.

These are the minimum hardware and software requirements before you can login to UBS e-banking.

 

Microsoft Windows

Apple Mac OS X

Operating systems

Windows XP from SP3
Windows Vista
Windows 7
Windows 8

Mac OS X from 10.5

Internet browsers

Internet Explorer from 8
Firefox from 11

Safari from 5
Firefox from 11

PDF viewers

Adobe Reader from 9

WinZip or similar software to uncompress files *

Screen resolution

Best viewed in minimum 1024px

The login ID is uniquely assigned to your access and cannot be changed. We recommend you safe guard your e-banking ID at all times.

If you forget your login ID, please contact the helpline to retrieve it.

eight-digit access code

There are four boxes for entering the Access code on your login screen. Each box holds two characters that are displayed on your card. Please enter the characters from the card continuously onto the screen.

We are here to help you

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