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UBS Financial Services

You asked, our entirely redesigned UBS Financial Services app answers. Based on an award-winning approach and ...

Free

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You asked, our entirely redesigned UBS Financial Services app answers. Based on an award-winning approach and created in collaboration with UBS Financial Advisors and clients like you, the new app helps you navigate your life, your wealth and what you want to accomplish.

- Gain a more complete view of your financial life in an all-new experience including:
- A sleek, easy-to-use design
- A more complete view of wealth across your financial life
- New ways to see life’s milestones—so you can plan ahead
- Personalized content based on your interests
- Enhanced tools to manage accounts and cash
- One-click connection to your Financial Advisor

Use of the UBS Financial Services 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. This app is available via iPhone and iPad only and is provided free of charge to clients of UBS. The information you include in this app is for your personal use only. UBS will use your responses to personalize your digital experience, but will not update client records unless you confirm the information with your Financial Advisor. UBS account statements are the only official record of your UBS accounts. Information about external accounts is provided for your convenience and information only.

As a wealth management firm providing services to clients in the United States, UBS Financial Services Inc. is registered with the U.S. Securities and Exchange Commission (SEC) as a broker-dealer and an investment adviser, offering both brokerage and investment advisory services. Advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. It is important that you carefully read the agreements and disclosures UBS provides to you about the products or services offered. For more information, please review the pdf document at ubs.com/workingwithus.

© UBS 2015-2019. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA. Member SIPC.
IS1905535 Exp. 11/30/2020

Store rating

3

out of

152 reviews

Size

275.4 MB

Last update

June 16, 2020

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