UBS Wealth Management

UBS AG

About this app

Simple, powerful, personalized

The App is intended for UBS prospects and clients who are or may do business with U.S. registered UBS entities.

Navigate your financial life with convenience, thoughtful tools and crisp design

- Manage your accounts and cash
- Set budgets and track spending with financial tools
- Manage your UBS-administered equity awards account*

* Once enabled for your company, contact your company's plan administration team with questions. 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 Financial Services Inc. has made UBS Wealth Management app available to, and UBS Wealth Management app is only intended for and able to be used by existing clients of UBS Financial Services Inc. The availability of UBS Wealth Management app in non-US App Stores for download does not constitute a solicitation, offer or recommendation of a UBS product or service or to enter into any transaction, nor does it establish or constitute a solicitation or offer to establish a client relationship between the person who downloads UBS Wealth Management app and UBS Financial Services Inc. or any of its affiliates.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationship summary, or ask your UBS Financial Advisor for a copy.

Australia Disclosure
The App is intended for or able to be used only by pre-existing UBS Financial Services Inc. clients domiciled in Australia; it is not intended as any form of solicitation to persons domiciled in Australia who do not hold UBS Financial Services Inc. accounts.

China Disclosure
The App is hosted outside your jurisdiction by UBS Financial Services Inc. UBS Financial Services Inc. is not a licensed financial services institution in your jurisdiction and the content of the App may not have been approved, disapproved or endorsed by any financial or regulatory authority in your jurisdiction.

© UBS 2025. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA. Member SIPC.

Ratings and reviews

This app repeatedly (daily) requires multiple attempts to get it to open. When I am fortunate enough to get it to open, I always close it via the app's menu. However, when I return the next day to open the app it displays a rotating red icon, doesn't open, and I have to close the browser and even put the app on pause before trying again. Please!.... Fix this issue! It has been going on for far too long.

zero stars. I was told I needed OS 14 or better on my Android. I have it. The app is still not compatible. I can access the update on my old android with the same OS. Tech support's answer was to use my old phone on wifi. I don't need access often but don't like going to an old device with battery issues.

A "financial" app that doesn't let me conduct trades so cash just sits there. Wow. I'm not putting a penny more that is necessary to get my match. Fidelity 1000000% better. Right there in the middle of the screen is the transact button so I can.... wait for it.... INVEST my retirement contributions instead of leaving it to rot making a fraction of a percent interest like UBS. edit-hope you enjoy not knowing the cost basis of your holdings because guess what else ubs doesn't do!

What’s new

We are continuously making updates to improve the client experience. Turn on auto updates to ensure you always have the latest version.
• Minor enhancements and bug fixes.