UBS Financial Services

UBS AG

About this app

Simple, powerful, personalized

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

- Manage your accounts and cash
- Set budgets and track spending with financial tools
- Keep track of things that interest you
- Plan ahead for life’s milestones
- 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 Financial Services app available to, and UBS Financial Services app is only intended for and able to be used by existing clients of UBS Financial Services Inc. The availability of UBS Financial Services 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 Financial Services 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 2022. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA. Member SIPC. IS2203388 Exp. 06/30/2023, 2022-802850

Ratings and reviews

Between this app and the website the user experience is the worst I've ever had. There is a bug currently that does not allow me to pay my credit card bill. Every time I click on make a payment it just brings me back to the home screen. Trying to use the desktop website is not any better as it times out often and regularly gets caught loading a page. It's 2024 and the best option is to call into customer service to get anything done like it's 1989.

Really quite a terrible app. The Mobile Agreement that has to be scrolled through doesn't appear onscreen without exiting and signing back in, leaving the only clickable option as DISAGREE. When you do finally get it, it's 18 letter-size pages, which simply cannot be read on a phone. If you agree you are given options for receiving a PIN: text or phone call. But app insists on texting my land line regardless of what I select, making the app unusable.

The UBS web site indicated that this app would make it easier to sign in to my account. It lied. As others have noted, biometric information is rarely available. When the app needs a temporary PIN and you get the PIN, the app freezes. The app needs to be running to get a push notification, and then you have to manually open it. So even when it works it's more work. Trying to find out anything about your account is way too hard on a phone screen. The data is there, but tiny.

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.