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 in to UBS One Source
  2. Navigate to "My Wealth" and locate My Total Picture
  3. Follow the simple on-screen instructions

Helpful tip:

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


Want to know more?
Download the fact sheet