With accounts spread across many financial institutions, it can be a challenge getting a good picture 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.
- Log on to Online Services
- Register for UBS Online Services if you haven’t before
- From the home page, select the My Total Picture tab
- Follow the simple on-screen instructions
Before you enroll, gather the key information for all your accounts, including usernames and passwords.
Want to know more?
Download the fact sheet