Digital experience

The UBS digital experience

Your financial life, wherever life takes you

Access that works best for you

Whether you simply want to deposit funds, transfer money, check your progress against goals or read our latest insights, UBS offers you convenient and secure online access to what you need. It’s easy to stay on top of your financial life and more connected with your UBS Financial Advisor.

Ready to get started?

Ready to get started?

  1. Visit www.ubs.com/onlineservices and select “Register for online access”
  2. Complete registration, including PIN verification
  3. Go green. Enroll in e-Delivery to get all statements, shareholder communications and tax document electronically

UBS Financial Services App

  1. Download the app for iPhone,® iPad® or Android™
  2. Follow the instructions to enroll in UBS Online Services (Apple® users can enroll in the app)
  3. Log in using your UBS Online Services credentials

Making your life easier

Making your life easier

Complete forms that require signatures digitally, quickly and securely, thanks to our partnership with DocuSign, the industry leader in e-signature.

e-Delivery of Documents

Cut the paper waste and need for filing by receiving digital statements, confirmations and notices, Quarterly Performance Reports and shareholder communications.

Account Security

Your account information is protected through a layered security approach that includes virus protection, secure socket layer (SSL) certification and suspicious activity detection. You can also restrict access to the app by requiring your fingerprint or facial recognition.

Push Notifications

Push notifications from the app and online account provide an easy log in process while using technology that keeps your online account secure.

Make Transfers

Use Electronic Funds Transfer (EFT) to transfer funds to and from your accounts at external financial institutions, and between your UBS accounts. Transfer assets from your outside investment accounts to UBS Financial Services Inc. Only individual, Roth IRA, rollover IRA and traditional IRAs are eligible.

Make Deposits

Deposit a check or fund an investment in a snap via the UBS Financial Services App. You can also make online deposits via EFT from your external account into UBS Core Savings, offered by UBS Bank USA. Funds deposited into the UBS Core Savings, CDs, and UBS cash sweep programs are FDIC insured, up to applicable limits.

Making your life easier

Making your life easier

Complete forms that require signatures digitally, quickly and securely, thanks to our partnership with DocuSign, the industry leader in e-signature.

e-Delivery of Documents

Cut the paper waste and need for filing by receiving digital statements, confirmations and notices, Quarterly Performance Reports and shareholder communications.

Account Security

Your account information is protected through a layered security approach that includes virus protection, secure socket layer (SSL) certification and suspicious activity detection. You can also restrict access to the app by requiring your fingerprint or facial recognition.

Push Notifications

Push notifications from the app and online account provide an easy log in process while using technology that keeps your online account secure.

Make Transfers

Use Electronic Funds Transfer (EFT) to transfer funds to and from your accounts at external financial institutions, and between your UBS accounts. Transfer assets from your outside investment accounts to UBS Financial Services Inc. Only individual, Roth IRA, rollover IRA and traditional IRAs are eligible.

Make Deposits

Deposit a check or fund an investment in a snap via the UBS Financial Services App. You can also make online deposits via EFT from your external account into UBS Core Savings, offered by UBS Bank USA. Funds deposited into the UBS Core Savings, CDs, and UBS cash sweep programs are FDIC insured, up to applicable limits.

Bring your financial life together

Cash Management and Digital Banking

Your wealth. Your way. Explore opportunities beyond your investments.

You have a vision for what you want to accomplish. But are your investments, cash management, deposits and liquidity strategies working together to help you pursue your goals?

As a UBS client, you have access to cash management resources from UBS Financial Services Inc.—along with banking solutions from UBS Bank USA—to help create opportunities to connect your wealth with your goals.

Take advantage of a variety of cash management services that give you access to funds as well as deposit and transfer capabilities. Choose from a range of deposit options and benefit from a potential source of stable assets with competitive rates and the added security of FDIC insurance (up to applicable limits).

Review accounts

Simplify your financial life by viewing balances for accounts both inside and outside UBS all in one place. You can also review recent cash and credit activity, upcoming payments and transfers, and statements.

Make deposits

  • Snap a picture and deposit your check via the UBS Financial Services app.
  • Set up direct deposit for your paychecks and other payments.
  • Deposit funds via electronic funds transfer from an external account into UBS Core Savings, offered by UBS Bank USA.

Move money

Enroll in Electronic Funds Transfer service to move funds to or from your accounts at external financial institutions, and between your UBS accounts. Set up one time or recurring payments for credit cards, loans, and other bills.

See why cash matters

Help your cash work harder with a cash management strategy that helps you pursue your wealth management goals by matching cash flows to expenses.

Different types of cash help you maintain your lifestyle:

  • Everyday cash is used for day-to-day purchases or expenses, including paying bills.
  • Savings cash is cash used to help meet near-term needs or for unexpected expenses.
  • Investment cash includes cash and cash alternatives such as term deposits, purchased Money Market Funds and short-term Treasuries.

Review accounts

Simplify your financial life by viewing balances for accounts both inside and outside UBS all in one place. You can also review recent cash and credit activity, upcoming payments and transfers, and statements.

Wealth Management

Keep track to help you reach your long-term goals.

You have access to tools that provide a more complete picture of your financial life, to help you pursue what matters most—for today, tomorrow and generations to come.

Cash Management and Digital Banking

Your wealth. Your way. Explore opportunities beyond your investments.

You have a vision for what you want to accomplish. But are your investments, cash management, deposits and liquidity strategies working together to help you pursue your goals?

As a UBS client, you have access to cash management resources from UBS Financial Services Inc.—along with banking solutions from UBS Bank USA—to help create opportunities to connect your wealth with your goals.

Take advantage of a variety of cash management services that give you access to funds as well as deposit and transfer capabilities. Choose from a range of deposit options and benefit from a potential source of stable assets with competitive rates and the added security of FDIC insurance (up to applicable limits).

Review accounts

Review accounts

Simplify your financial life by viewing balances for accounts both inside and outside UBS all in one place. You can also review recent cash and credit activity, upcoming payments and transfers, and statements.

Make deposits

Make deposits

  • Snap a picture and deposit your check via the UBS Financial Services app.
  • Set up direct deposit for your paychecks and other payments.
  • Deposit funds via electronic funds transfer from an external account into UBS Core Savings, offered by UBS Bank USA.

Move money

Move money

Enroll in Electronic Funds Transfer service to move funds to or from your accounts at external financial institutions, and between your UBS accounts. Set up one time or recurring payments for credit cards, loans, and other bills.

See why cash matters

See why cash matters

Help your cash work harder with a cash management strategy that helps you pursue your wealth management goals by matching cash flows to expenses.

Different types of cash help you maintain your lifestyle:

  • Everyday cash is used for day-to-day purchases or expenses, including paying bills.
  • Savings cash is cash used to help meet near-term needs or for unexpected expenses.
  • Investment cash includes cash and cash alternatives such as term deposits, purchased Money Market Funds and short-term Treasuries.

Review accounts

Simplify your financial life by viewing balances for accounts both inside and outside UBS all in one place. You can also review recent cash and credit activity, upcoming payments and transfers, and statements.

Wealth Management

Keep track to help you reach your long-term goals.

You have access to tools that provide a more complete picture of your financial life, to help you pursue what matters most—for today, tomorrow and generations to come.

Frequently asked questions

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