Financial Planning

With accounts spread across many financial institutions, it can be a challenge getting a good picture of your wealth.


Confidence to pursue your goals

Our comprehensive structured advisory approach puts you in charge of your future by helping you address the financial goals and concerns that matter most to you. As part of this special offering with Accenture and UBS, you have the opportunity for a private discussion to help us understand and create a roadmap for the financial future you have always envisioned.

Get a clearer view of your wealth

What if there was a more convenient way to view your various accounts—from inside and outside UBS—in one place? With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.

  • Simplify your financial life—Bring together your accounts from multiple institutions into a single view.
  • Deeper insight, better collaboration—This snapshot allows you and your Advisor to gain better insight into your finances and helps you make more informed decisions together.
  • Stay on track—When you see both your assets and liabilities in one place, you’ll be able to plan for your future more confidently.

Get started. Go to ubs.com/onlineservices

Get started

  1. Log on to Online Services
  2. Register for UBS Online Services if you haven’t before
  3. From the home page, click on the My Wealth tab and select Balances. Then click the Link Outside Accounts button.
  4. Follow the simple on-screen instructions

Helpful tip:

Before you enroll, gather the key information for all your accounts, including usernames and passwords.