Secure and convenient banking online

Most important functions at a glance

Asset overview

  • Once logged in, My Assets shows you an overview of your portfolio
  • From there, you get a quick access to detailed reports, messages and documents

Portfolio reports

  • In the reports tab, you’ll find all reports related to your portfolio
  • There are 5 different portfolio reports available: Holdings, Performance summary, Asset Allocation, Realized gains and Transactions

Secure messaging

  • The messaging function allows you to send a secure message to your Client Advisor
  • You can also attach documents to the messages


  • In the documents tab you can access various documents.
  • Under “Portfolio documents” you see documents automatically uploaded by the system and documents manually uploaded by your Client Advisor

My Profile

  • In My Profile you can update your e-mail address and phone number directly in the portal

Quick access to Quotes and CIO Research

  • With Quotes you can get the latest news from the world’s financial markets, access financial data and keep an eye on current stock exchange prices
  • Our CIO Research provides you with daily, weekly, monthly, and yearly commentary and analysis as well as thematic investment topics based on our analysts’ research and long-term market drivers

Secure digital banking

  • Security is a must: with UBS E-Banking, you can process your banking transactions very securely. Adjust your personal settings to further increase the security. It goes without saying that you can change the security settings again at any time.

Save forests, go digital

If you’d like to get your asset statement directly on your e-banking platform, you can now switch to paper free banking.
For each switch we‘ll plant a tree in Luxembourg.