Mobile Banking

You can customize shortcuts, favorites and investment insights by clicking the three-dot icon in the top right corner of your screen.

Favorites

Set up favorites to see your most relevant accounts and portfolios at a glance:

You are not able to use the Mobile Banking App on tablet. You can use your browsers (such as Chrome, Safari) on your tablet to access E-banking.

Whenever you login to the app, you will first need to be authenticated which will require a connection to the internet. This is for your security as none of your portfolio information is stored onto the app.

You can choose from using the Access App or Access Card to login to mobile banking. For details, please refer to relevant sections.

^*Starting from Nov 2021, the mobile banking login screen will be updated as below:

Yes. Exports will be delivered in 2022. If you need the file in Excel (XLSX) format, navigate to the old Positions list.

It is an enhancement to the older version. The Beta version also demonstrates how you can check the intraday balance in your cash accounts in the Positions list.

The screens will be removed once the Beta version is enabled.

You have access to the latest investment views, research and market commentary from the Chief Investment Office (CIO) and Investment Products & Services (IPS) offices.

Yes, you may download articles or you can contact your Client Advisor for the full article.

No, UBS Wealth Management clients are offered the use of UBS Mobile Banking app without any subscription charges.