Skip Links

Content Area Main Navigation
UBS logo, to home page
Wealth Management USA

Meta Navigation

    • English
  • Locations
  • Tools & ServicesView FINRA BrokerCheck information
    • Become a UBS WM client
    • Find your UBS Financial Advisor
    • Home
    • Relationship summary
  • Client logins

    Choose your login

    More logins

    • UBS Individuals

      • Online Services (UBS WM client account access)
      • UBS One Source (Corporate Stock Plans)

    • UBS Corporate and institutions

      • UBS Neo
      • Investment Bank Client Portal
      • Asset Management Client Portal
      • KeyLink

    • Credit Suisse Individuals

      • ClientView
    Client logins

Main Navigation

  • Home
  • Our approachVisit overview

    • UBS Wealth Way

      • Visit overview
      • The New Rules of Investing

    • Our Financial Advisors

      • Visit overview
      • Become a UBS client

    • Digital experience

      • Visit overview
      • Online Services

    • Fraud prevention

    • Driving change

      • Visit overview
      • Sustainable investing
      • Inclusive Investing
    • The New Rules of Investing’s book cover
      Click to learn more about the book

      The New Rules of Investing

      Explore moreClick to learn more about the book
  • Our solutionsVisit overview

    • Planning

      • Visit overview
      • Education planning
      • Estate planning
      • Retirement planning
      • Wealth Planning
      • Insurance planning

    • Investing

      • Visit overview
      • Alternative investments
      • Inclusive investing
      • Institutional consulting
      • Portfolio management
      • Structured solutions
      • Sustainable investing

    • Banking and Cash Management

      • Visit overview
      • Cash management
      • Commercial financing
      • Credit cards
      • Deposits
      • Mortgage planning
      • Savings
      • Securities-backed lending

    • Giving

      • Visit overview
      • Donor-advised funds
      • UBS Philanthropy
      • UBS Optimus Foundation

    • Private wealth management

      • Visit overview
      • Advanced planning
      • UBS Family Advisory and Philanthropy Services
      • Family Office Solutions

    • Workplace Solutions

      • Visit overview
      • Corporate retirement plan services
      • Employee financial wellness programs
      • Equity compensation and incentive plans
  • Who we serveVisit overview

    • Individuals and families

    • Specialized client segments

      • Visit overview
      • Athletes and Entertainers
      • Business owners
      • Multicultural investors
      • Women and finances

    • Ultra-high net worth investors

      • Visit overview
      • Family offices

    • Companies & organizations

      • Visit overview
      • Financial wellness
      • Corporate retirement plan services
      • Equity plan services
    • Man looking through binoculars
      Read more to gain insights for ultra high net worth individuals and families.

      Insights for ultra high net worth investors

      Read moreRead more to gain insights for ultra high net worth individuals and families.
  • InsightsVisit overview

    • Markets and economy

    • Investment research

      • Visit overview
      • POTUS 47: Investing under Trump 2.0
      • 250 years of US innovation

    • Watch market commentary

    • Listen to On-Air Podcast

    • Shot of the Washington, D.C. monument with American Flags
      To explore the latest policy shifts and market moves that could impact your investments and how to position your portfolio.

      CIO’s latest investment insights

      Find out what recent events in Washington, New York and around the world mean for your portfolio.

      Go nowTo explore the latest policy shifts and market moves that could impact your investments and how to position your portfolio.
  • About usVisit overview

    • A leading Global Wealth Manager

    • Advice is our craft

      • Visit overview
      • UBS House of Craft

    • Texas flood relief and recovery

    • UBS Financial Advisors understand your world

      Explore how

header.search.alt

header.search.error

Search Title

Thank you

for using e-Signature for your UBS account documents

You are here:
  • United States of America
  • Wealth Management USA
  • Success
Back to top

Footer Navigation

Our solutions

  • Banking and Cash Management
  • Investing
  • Mortgage planning
  • Retirement planning
  • Workplace wealth solutions

Additional information

  • FINRA BrokerCheck
  • Relationship Summary (PDF)
  • Important legal information
  • Disclosure documents

About us

  • About Wealth Management USA
  • Awards and recognition
  • In the news
  • Careers
  • Investors relations

Contact us

  • Become a UBS Financial Advisor
  • Become a UBS WM client
  • Find your UBS Advisor
  • Make an appointment

Change your domicile

Explore UBS.com

  • Explore UBS.com
  • Asset Management
  • Investment Bank
  • Global Wealth Management
  • Our firm
  • Careers
  • Investor Relations
  • Locations
  • Media
Follow UBS on
  • Facebook
  • UBS on X
  • UBS on LinkedIn
  • UBS Wealth Management Americas on Instagram
  • UBS on Youtube
  • Information on UBS
  • Terms of use
  • Privacy statement
  • Report fraudulent mail
  • Additional legal information
  • Accessibility
  • Privacy Settings

Legal Information

Important information about brokerage and advisory services.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at www.ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.

Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. https://www.ubs.com

© UBS 1998 - 2026. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered investment advisor and broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA. UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA

Notice for Non-U.S. Investors. Notice for Non-Puerto Rico Investors. Order Routing Disclosure. Statement of Financial Condition (PDF). Statement of Financial Condition- UBS FSI of Puerto Rico (PDF). Best Execution Statement (PDF). Loan Disclosure Statement (PDF). Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Futures Commission Merchant (FCM) Information for UBS Financial Services Inc. Disclosures.