UBS Advisor Messaging

Contacting your client advisor has never been easier

You can now exchange instant messages with your client advisor directly and conveniently.

Stay connected

  • Set up or change an appointment with your client advisor.
  • Stay informed about client engagement events.
  • Get updates on the status of your instructions.
  • File attachment function available to allow document exchange.
  • Order taking

Real-time communication that matters

  • Ask your client advisor about a range of topics including products, prices,
    research and market movements.
  • Discuss your account balance as well as the performance of your portfolio
    and individual holdings.

Have a question?

Find quick answers to issues and everything you need to know from the most frequently asked questions about UBS Advisor Messaging.

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Unleash the potential to grow your wealth digitally.

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