Your wealth, better connected

Discover how investing, cash management and financing can work together for you

Your wealth. Your way.

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

A customized approach, with a focus on what matters most to you, can help you realize your vision when your investments and cash management resources from UBS Financial Services Inc. and liquidity solutions from UBS Bank USA work together to help you meet your goals. As a UBS client you can access your accounts anytime, and from anywhere, safely and securely through UBS Online Services or the UBS Financial Services app to help you stay informed and connected.

Your Financial Advisor can help you take advantage of  a wide range of financial services to complement your overall wealth management strategy, so your money works where you need it.

We are here for you

If you are experiencing financial hardship as a result of the COVID-19 pandemic and need assistance, please contact our servicing teams for support:

  • UBS Visa Signature or UBS Infinite credit card holders should call the UBS Service Group at +1-800-RMA 1000 (+1-800-762 1000), Option 4. See more about your credit card support options.
  • UBS Bank USA Mortgage clients should call the UBS Bank USA Mortgage servicing team at +1-800-936 0917 for loan numbers beginning with 7 or +1-866-843 2512 for loan numbers beginning with 001 through 019.
  • For all other inquiries related to loan products at UBS Financial Services, Inc., or if you are a client of UBS Financial Services Incorporated of Puerto Rico and would like to discuss your lending products, please contact your Financial Advisor.
  • Use the value of your eligible assets to secure important personal or business financing through securities backed lending
  • Purchase your dream home or private getaway with an affordable residential mortgage that is tailored to your unique needs
  • Choose from a wide range of liquidity options and benefit from a potential source of stable assets with competitive rates and the added security of FDIC insurance (up to applicable limits) through a variety of UBS Bank USA products, including UBS Bank USA Core Savings, UBS Bank USA Certificates of Deposit, and cash "swept" into the bank from your UBS Financial Services Inc. brokerage account.
  • Take advantage of a variety of cash management services that will give you access to funds as well as deposit and transfer capabilities, including, electronic funds transfer, check writing, direct deposit, Mobile Deposit Capture service, bill pay and other services
  • Make purchases securely, access flexible travel benefits, take advantage of personalized service, and earn valuable My Choice Rewards points when using UBS credit cards, if applicable.
  • Whether you're thinking about acquiring a multiunit apartment building or refinancing a warehouse, our commercial real estate finance team provides you flexible lending options based on your individual needs – with an eye toward how lending may fit within your larger financial picture.  

Connect liquidity and cash management options to your financial plan.