UBS My Way
At your fingertips
Our most innovatiove mandate solution now accessible via UBS Mobile App
Enjoy the new digital My Way experience. Review and enhance your investments. Anytime, anywhere.
All in one App
Adjust your portfolio and top-up the overall investment amount in the Mobile Banking App. Explore inspiring ideas and seamlessly add them to your My Way portfolio.
Transparency
Have a clear overview of your invested building blocks including target allocation, market value and performance figures.
Stay in touch
Connect with your Client Advisor with one click to receive portfolio modification ideas or any support you may need.
Watch the video to discover the fully digital My Way experience
Dive into the new features and see how to make the most of it. Learn how you can review your portfolio, explore inspiring ideas and make seamless adjustments.
Step 1
Open your Mobile Banking App and select “Assets” in the bottom menu.
Step 2
Tap on “My Way Portfolio” widget under Investments.
Step 3
Switch between the three tabs at the top to review the portfolio allocation, market value and performance.
Step 4
To make adjustments to your portfolio tap on the three dots at the top right. Then choose “Change allocation” and adjust the allocation widgets with the sliders. Once adjusted press “Next” and then “Confirm”.
Step 5
When tapping on the three dots you can also select “Increase investment amount” to adjust your investment threshold…
Step 6
or select “Explore building blocks” to learn more about the offering that you may find interesting.
