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
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.