The UBS Wealth Management app lets you use intuitive tools to set future milestones, get news and insights relevant to your unique perspective, view your account details, deposit checks, and contact your Financial Advisor, among other features.
Some of the app’s features include:
• Wealth dashboard: a one-stop, aggregated view of your financial life
• Milestones: an interactive timeline to help you plan for the future
• Personalization: an app experience based on your unique outlook and relationships
• Advisor Connect: an easy way to contact your Financial Advisor with just one click
• Wealth education: our on-going educational series for a holistic view of wealth
• Banking services: deposit checks, transfer funds, and pay bills
• Support: easy access to a helpline number and app feedback
Use of the UBS Wealth Management USA app is subject to terms and conditions. Other restrictions may also apply. Certain products, functionalities and services described herein or contained or otherwise made available via this app may not be available to all clients or in all jurisdictions.
The UBS Wealth Management USA app is available via iPad® only and is provided free of charge. To use this app, you must be a client of UBS. You therefore acknowledge and accept that by downloading or using this app, a client relationship with UBS will be inferred or assumed.
Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA.
©2019. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG.
IS1905535 Exp. 11/30/2020