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Wealth Management USA

Client support center

Quick help for frequent needs

Register for UBS Online Services (OLS)
Easy signup for your account online
Log in to your OLS account
Access and manage your account anywhere
Find your Advisor
Get comprehensive advice
Not a client yet?
We’ll connect you with the right Advisor

Not sure where to start?

Find answers to frequently asked questions

Online support

Register for UBS Online Services (OLS), FAQs and more.

For desktop:

  • Visit www.ubs.com/ols and click “Register for Online Access”
  • Complete registration, including PIN verification.
  • Go green. Enroll in e-Delivery to get all statements and tax documents electronically. 

Call for digital help

(888) 279-3343
Call us with any other issues 24 hours a day, 7 days a week for assistance.

For assistance with UBS One Source (UBS Workplace Wealth Solutions, Corporate Stock Plans) call (201) 272-7573; 3 a.m. – 11p.m., ET.  

For mobile: Download the UBS Mobile App

  • www.ubs.com/gomobile
  • Scan the QR code to access the App store to download the mobile application for iPhone, iPad or Android devices.
  • Click “Register for Online Access”
  • Complete registration, including PIN verification.
  • Go green. Enroll in e-Delivery to get all statements and tax documents electronically.

Links

FAQs

Update your contact information

Need to change your personal information?

Your phone number or address

Your email address

  • Easily update by logging on to your UBS Online Services
  • Go to top right of the page and select “Profile Settings”

Mortgages, cash management, and UBS cards

How can we help with your banking needs?

Mortgage Support

If you have any questions about your existing UBS Bank mortgage including your monthly payment, taxes and insurance escrow, homeownerˇs insurance renewal or more start here:

If you want to learn more about our suite of mortgage solutions, or to review specific loan scenarios, reach out to your UBS Financial Advisor who will connect you with a UBS Bank Wealth Management Banker. In the meantime, learn more here:

Mortgage planning

Banking Support

(800) 762-1000
Call us with any other issues 24 hours a day, 7 days a week for assistance.

For general information about our cash management and debit and credit card services, see below.

Employer-sponsored stock plans

UBS Workplace Wealth Solutions

UBS One Source Login

Access your company’s stock plan.

Log in to UBS One Source

UBS Workplace Wealth Solutions

For any additional support, please call:

International
(201) 272-7573
Domestic
(800) 396-4385

Hours of operation: Monday - Friday: 3 a.m. to 11 p.m. ET

FAQs

Client relations

At UBS, your primary contact with our Firm is your Financial Advisor or service team. If concerns arise, you may also feel confident in raising such issues to the Branch Office Manager or another member of the management team. However, should you feel the need to escalate your concerns further, you may contact our Client Relations department as follows:

Mailing Address:

UBS Financial Services Inc.
Client Relations
PO Box 766
Union City, NJ 07087

Telephone:

(800) 354-9103
Monday - Friday: 8 a.m. to 5 p.m. ET

*Important note: Please do not e-mail any confidential or account information or instructions (such as orders to trade securities, to transfer funds or to change account information). UBS Financial Services Inc. is not liable for any acts or failures to act as a result of your e-mail.

*UBS does not accept solicitations through these channels.

UBS Financial Services Inc. does not provide legal or tax advice and this does not constitute such advice. UBS strongly recommends that persons obtain appropriate independent legal, tax, and other professional advice.

Banking and cash management services are provided by UBS Bank USA, N.A., a US subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS no. 947868.

Approval code: 5323855 Expiration date: Mar 25, 2027

About UBS Bank
“UBS Bank” is the trade name of UBS Bank USA, N.A. Member FDIC, NMLS no. 947868. UBS Bank is a subsidiary of UBS Group AG.

The proceeds of a UBS Bank mortgage loan cannot be deposited into a UBS Financial Services account or used to buy or trade stocks or to repay any debt to any affiliate of UBS Bank without approval. Purchase, rate and term refinances, and cash-out refinances are allowed. Special rules apply for homestead properties located in Texas.

All residential mortgage products are only offered by UBS Bank, Member FDIC, NMLS No. 947868. NMLS Consumer Access available at nmlsconsumeraccess.org. All loans are subject to underwriting, credit and property approval. Credit approval of any loan application is subject to the creditworthiness of the applicant. UBS Bank will conduct a comprehensive evaluation, which may include, but is not limited to, an assessment of the applicant’s financial condition, payment history, credit scores, credit reports, and the adequacy of any collateral offered. Additional terms, conditions, restrictions, and limitations may apply. Please note that not all mortgage products are available in all states, or for all loan amounts. Other restrictions and limitations may apply. UBS Bank currently offers residential mortgage loans within the 50 states of the United States of America and the District of Columbia.

About UBS Financial Services Inc.

UBS Financial Services Inc. and its employees (including Financial Advisors) do not take mortgage loan applications, do not offer mortgage loans and do not negotiate terms of mortgage loans.

UBS Financial Services Inc., 1200 Harbor Blvd., Weehawken, NJ 07086. NMLS No. 6737. Massachusetts Mortgage Broker Lic. No. MB6737. New York Mortgage Broker Registration No. RMB 208541.