Access that works best for you
Whether you simply want to deposit funds, transfer money, check your progress against goals or read our latest insights, UBS offers you convenient and secure online access to what you need. It’s easy to stay on top of your financial life and to get more connected with your UBS Financial Advisor.
Ready to get started?
Ready to get started?
- Visit ubs.com/onlineservices and select “Register for online access”
- Complete registration, including PIN verification
- Go green. Enroll in e-Delivery to get all statements, shareholder communications and tax documents electronically
UBS Financial Services App
- Download the app for iPhone,® iPad® or Android™
- Follow the instructions to enroll in UBS Online Services (Apple® users can enroll in the app)
- Log in using your UBS Online Services credentials
Making your life easier
Making your life easier
Complete forms that require signatures digitally, quickly and securely, thanks to our partnership with DocuSign, the industry leader in e-signature.
Your account information is protected through a layered security approach 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.
Push notifications from the app and online account provide an easy login process while using technology that keeps your online account secure.
Use Electronic Funds Transfer (EFT) to transfer funds to and from your accounts at external financial institutions, and between your UBS accounts. Transfer assets from your outside investment accounts to UBS Financial Services Inc1.
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
More than wealth. Explore opportunities beyond your investments.
You have a vision for what you want to accomplish. But are your investments, cash management, deposits and financing solutions working together to help you pursue your goals?
As a UBS client, you have access to cash management resources from UBS Financial Services Inc.—along with banking solutions from UBS Bank USA—to help create opportunities to connect your wealth with your goals.
Take advantage of a variety of cash management services that give you access to funds as well as deposit and transfer capabilities. Choose from a range of deposit options and benefit from a potential source of stable assets with competitive rates and the added security of FDIC insurance (up to applicable limits).
At a glance
Keep track to help you reach your long-term goals.
You have access to tools that provide a more complete picture of your financial life, to help you pursue what matters most—for today, tomorrow and generations to come.
At a glance
View 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 broad picture of your wealth.
Review your Financial Goal Analysis
If you worked with your UBS Financial Advisor to create a Financial Goal Analysis, ask about accessing it online so you can continually assess your progress.
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 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.
Have more questions about your digital experience?
We can help you find the answer you need
About UBS Bank USA Products
Conflicts of interest
About UBS Financial Services Inc. products