Enrollment takes just a few easy steps!   Access UBS Online Services at onlineservices.ubs.com; from the login page, click on the Register Now button.

You will be asked to provide some required information, and receive a one-time PIN to validate your identity.   From there, you can create your custom user name and password and immediately begin using all of the features UBS Online Services has to offer.

 

Keeping our clients' financial and personal information secure is one of our most important responsibilities. To learn more about how UBS protects your information, and what steps you can take to better protect yourself online, please visit the UBS Online Services login page.

Within the Important Information section, you will find access to more detailed information on this topic.

 

If you've forgotten your password, you can reset it yourself by clicking on the "Forgot your user name or password?" link from the UBS Online Services login page. You will be prompted to provide information to help us confirm your identity, and will then be prompted to create a new password.   

Once the process is complete, you will receive an email notification confirming the change. If you need additional assistance, our Service Center will gladly assist.   They can be reached at 888-279-3343.

 

Yes! You can elect to enroll for electronic delivery during the UBS Online Services enrollment process, or at any time through the My Profile section on the site.

You can elect to receive electronic copies of statements, tax documents, trade confirmations, quarterly performance reports, and shareholder communications.

 

Once you are logged in to UBS Online Services, you can find this information within the "My UBS Accounts" section, under Statements and Documents. Documents can be viewed for a single account, or a group of accounts that you choose. 

If you are enrolled in electronic delivery, you can also access these documents directly from the mailbox on the home page.

 

Use this comparison grid to better understand what features are available to you on different devices.