Be ready for anything, anywhere

UBS makes it easy for you to stay on top of your entire financial life---and more connected with your Advisor. Whether you want to deposit funds, transfer money, check your progress or see your full financial picture, you’ll have seamless and secure access.

Get started

Step 1. Register for online access 

  1. Visit 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 and tax documents electronically

Step 2. Download the UBS 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

Need more help? Check out

Making your life easier

Make your mark with a digital signature 

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

Cut the paper waste with document e-Delivery 

Sign up to have statements confirmations and other important notices sent digitally

Gain confidence with strong Account security

We protect your account through layered security 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.

Stay in the know with push notifications

Provides an easy login process while using technology that keeps your online account secure.

Make transfers within and across accounts

Use Electronic Funds Transfer (EFT) to transfer funds and investments to and from your accounts at external financial institutions, and between your UBS accounts.1.

Make deposits in a snap

Deposit a check or fund an investment in a snap via the UBS Financial Services App. Make deposits via EFT into your UBS brokerage account or 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

Cash management and digital banking

All your assets working together to make every vision a reality

Wealth is more than your investments. It’s the sum of the goals for your life, family and future. By adding cash management, deposits and lending into the picture, you get all pistons firing in service to your goals—and a better understanding of how all your money works together. It’s your wealth, your way.

Review accounts

Review accounts

Stay connected to your finances and manage your money, wherever you are with UBS Online Services and the UBS Financial Services app. Log in securely to view recent cash and credit activity, upcoming payments and transfers, and statements. Manage your accounts, including your credit card, credit line and mortgage.

Make deposits

Make deposits

  • Make deposits into your brokerage account via our Mobile Check Deposit service on the UBS Financial Services app or with our Electronic Funds Transfer (EFT) service.
  • Initiate incoming Federal Funds Transfers (wires) into your account.
  • Set up direct deposit for your paychecks and other recurring payments.
  • Make deposits into UBS Core Savings offered by UBS Bank USA. Take advantage of competitive rates with FDIC insurance (up to applicable limits) with UBS Core Savings.

Move money

Move money

  • Enroll in the Electronic Funds Transfer service and link your UBS accounts with accounts you have at other financial institutions to transfer funds between accounts.  Learn how to link your accounts (PDF) (PDF, 734 KB) and begin linking your accounts today.
  • Set up one-time or recurring payments for credit cards, loans and other bills.
  • Enroll in the Bill Pay service to manage payments with ease and convenience. 
  • Pay the easy way and connect your UBS Account or UBS Cards to mobile wallet apps like Paypal, Venmo, Apple Pay® or Google Pay.
  • Make transfers from your UBS brokerage account using wire transfer and checking services.  

See why cash matters

See why cash matters

Your cash can work even synced with your larger goals and that matches cash flows to expenses. In fact, there are different types of cash depending on your goals.

  • 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.

See the bigger picture

By using complimentary tools that give you a comprehensive view of your finances and analytics to help you invest, you can move forward with confidence and turn your possibilities into a plan.

See all your accounts in one place with My Total Picture

View and track balances in your various accounts—both inside and outside UBS—in one place to help you get a clearer picture of your overall wealth.

Review your Financial Goal Analysis (FGA)

If you worked with your UBS Financial Advisor to create an FGA, you can see it online so you can continually track your progress.

If you don’t have access yet, reach out to your Advisor. 

Make more informed decisions with UBS Advice Advantage

Leverage complimentary analytics on your portfolio to help you pursue your financial future in new ways. Or consider the UBS Advice Portfolio Program for a diversified portfolio that we can actively manage for you for a low fee.

Frequently asked questions

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 e-mail 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.

 

You can enroll in EFT online by logging in to UBS Online Services and navigating to Payments and Transfers.

View our instructional How to link my accounts (PDF, 734 KB) guide for more information and log in to UBS Online Services to link your external accounts at other financial institutions. 

Log in to UBS Online Services to make a deposit into UBS Bank USA Core Savings.  Alternatively, you can contact your Financial Advisor..

Get in touch

Together, we can help you pursue your goals

About UBS Bank USA Products

Conflicts of interest

About UBS Financial Services Inc. products