Client Digital

All that’s important, all digital

Now you can see your life and wealth beyond numbers  
 

Our UBS Wealth Management USA app—available on the iPad® and coming to the iPhone® later this year —was designed with and for clients like you. Understand your wealth across your entire life to help you pursue what matters most, while managing everyday things, like paying bills. Let’s plan together with your Financial Advisor—for today, tomorrow, and for generations to come.

 

 
  • Open up the App Store on your iPad and search for ‘UBS Wealth Management’ 
  • Download and install
  • Log in using your OLS credentials

New ways to view your finances

My Total Picture 

Are your financial accounts spread across many institutions? Now you can see your UBS and external accounts in one convenient view—on the iPad app, your phone, and the web.

 

 

Financial Tools

Take advantage of a set of intuitive, easy-to-use tools designed to help you track your cash flow and spending, as well as manage your budget. Now available on the iPad app and the web.

UBS Advice Advantage

Get practical ideas, make more informed decisions and help pursue your financial future with technology that analyzes your investment accounts. Available on the web for select clients.

 

 

Make the most of digital. Talk to your Financial Advisor.

Need a Financial Advisor?


Your financial life, wherever life takes you

    

On your iPad


The new iPad app helps us work together. Answer a few questions to help personalize insights. Tell us what’s important to you. Set milestones you want to achieve in your future. All of this helps you see a more complete picture of your financial life, and can help you start meaningful conversations with your Financial Advisor. What’s more, you can easily view your UBS and outside accounts, pay bills, transfer funds and access new Financial Tools for your cash flow and budget.

 

 



On your phone

A new digital experience is coming to the iPhone later this year. We’re fully redesigning our app to bring you features newly available on the iPad, so you can more easily manage your financial life on your phone. Until then, you can easily view your accounts at UBS and elsewhere, pay bills and deposit checks with the current version of the app.

 

 



On the web

We’re always working to make your online experience even easier and more intuitive. View your accounts—with UBS and elsewhere—in one place. Download statements when you need them, and enjoy access to our exclusive Financial Tools. Look forward to more web features in the works.

Have more questions about your digital experience?

We can help you find the answers you need.