UBS One Source

A reimagined UBS One Source—a powerful new experience

A completely new experience to help make your equity awards become a powerful part of your financial future. Awards can be complicated, but managing them doesn’t need to be. Here’s how the new UBS One Source can make it easier.


What you need to know

A sleek, simple and modern site with the ability to personalize key features

New tools to help you understand the impact of your financial decisions

Compelling, curated resources to educate you on equity awards, delivered in engaging formats

Continued access to advice from UBS Financial Advisors specializing in corporate stock benefits*


Whats new

  • New Financial Wellness content for enrolled companies to help you manage your money today and plan for the future–beyond your equity awards*
  • new modeling tool to measure the performance of your equity awards over time, allowing you to view the value of your awards today and tomorrow.


Key features

Homepage: A redesigned view personalized for you.

View details (PDF, 293 KB)

Holdings: Monitor and manage with ease. 

View details (PDF, 236 KB)

Activity: Take action with your assets.

View details (PDF, 161 KB)

Statements and resources: One home for all your information.

View details (PDF, 200 KB)

Awards Education library: More knowledge, more from your benefit.

View details (PDF, 275 KB)

Financial Wellness: Build healthy financial habits*

View details (PDF, 189 KB)


More to come

UBS One Source is continuously evolving with new ways to enhance your experience and your future. Stay tuned for more to come.

*For U.S. participants only