Empower your investments. Fast track your goals. Connect your wealth.

Your wealth. Your way.

Wealth is more than your investments. It’s the sum of your aspirations for your life, family and future. By adding banking services and solutions into the picture with your investments, you, as our client, can pursue goals with more confidence because you can see how all your financial activities work together.* It’s your wealth, your way.

  • Use the value of your eligible assets to secure personal liquidity or important business financing through securities-backed lending.**
  • Whether you're looking for a home to create a lifetime of memories or a strategic refinance as part of your financial plan, as a UBS client you have access to a suite of home financing solutions tailored to your unique needs.
  • Choose from a wide range of FDIC-insured (up to applicable limits) deposit options at UBS Bank USA and benefit from a potential source of stable assets with competitive rates, including UBS Bank USA Core Savings, UBS Bank USA Certificates of Deposit, and the UBS cash sweep programs, which sweeps the available cash balance from your eligible UBS Financial Services Inc. account into an interest-bearing account every business day.
  • Take advantage of a variety of cash management services  that give you access to funds as well as deposit and transfer capabilities, such as electronic funds transfer, check writing, direct deposit, mobile check deposit, Zelle®, bill pay, etc.
  • Make purchases securely, access flexible travel benefits, take advantage of personalized service, and earn valuable My Choice Rewards points or Cash Rewards with UBS credit cards.
  • Whether you're thinking about acquiring a multi-unit apartment building or refinancing a warehouse, our commercial real estate financing capabilities provide flexible lending options designed with you in mind – with an eye toward how lending may fit within your larger financial picture.

*Your eligible UBS accounts and the associated cash management services are offered by UBS Financial Services Inc. through affiliated third-party banks. Deposit and loan products are offered by UBS Bank USA. This information is not provided based on your particular financial situations or needs and does not take into account individual investors' circumstances. You should not consider this information to be a “recommendation” by UBS or your UBS Financial Advisor. UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

**Credit Lines are provided by UBS Bank USA, an affiliate of UBS Financial Services Inc., and are subject to credit approval.