UBS One Source

A reimagined UBS One Source—a powerful new experience

A completely new experience to help make your equity awards become a powerful part of your financial future. Awards can be complicated, but managing them doesn’t need to be. Here’s how the new UBS One Source can make it easier.


What you need to know

A sleek, simple and modern site with the ability to personalize key features

New tools to help you understand the impact of your financial decisions

Compelling, curated resources to educate you on equity awards, delivered in engaging formats

Continued access to advice from UBS Financial Advisors specializing in corporate stock benefits*


New key features

Homepage: Redesigned view. Personalized for you.

View details (PDF, 293 KB)

Holdings: Manage and monitor with ease.

View details (PDF, 198 KB)

Activity: Take action with your assets.

View details (PDF, 161 KB)

Statements and resources: One home for all your information.

View details (PDF, 200 KB)

Awards Education library

Awards Education library: Learn what you want at your own pace.

View details (PDF, 275 KB)


More to come

  • New Financial Wellness content for enrolled companies to help you manage your money today and plan for the future–beyond your equity awards*
  • A new Transaction Wizard to simplify order-entry, using an interview-style approach that emphasizes clear and simple language to ensure speed and accuracy
  • A new modeling tool to measure the performance of your equity awards over time, allowing you to view the value of your awards yesterday, today and tomorrow

UBS One Source is continuously evolving with new ways to enhance your experience and your future.