UBS Wealth Management

Name: UBS Wealth Management
Rating: 4.8 (59458 reviews)
Author: UBS AG

Finance

Free

59K Ratings
Ages

4+
Years
Category

Finance
Developer

UBS AG
Language

EN
English
Size

184.6
MB

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 & Reviews

4.8

out of 5

59K Ratings

Statements & Tax Forms not available on iPad
02/17/2023

Mike48176
I have this app installed on both my iPhone 13 and my 4th Gen iPad Air. The app is easy to use and works well on both devices. There is one thing that I don’t understand about the IPad version. I can’t find any way to access and view statements and tax forms the iPad. I can access statements and tax forms on my iPhone 13. I’m thinking that this is some kind of bug in the iPad implementation. Hopefully, this gets corrected in one of the next updates.
Statements & Tax Forms not available on iPad
02/17/2023

Mike48176

I have this app installed on both my iPhone 13 and my 4th Gen iPad Air. The app is easy to use and works well on both devices. There is one thing that I don’t understand about the IPad version. I can’t find any way to access and view statements and tax forms the iPad. I can access statements and tax forms on my iPhone 13. I’m thinking that this is some kind of bug in the iPad implementation. Hopefully, this gets corrected in one of the next updates.
Best-in-class app with improvements to make on banking pin# requirement
05/31/2023

ubs client
This is such a great innovative and refined application for iPhone. It seems that they have really been thoughtful about the design, investment, and innovation poured into this client tool. The PIN # requirement is an exhausting feature that is years behind in terms of being modern. These financial companies have a hard time accepting risk and being the first to do anything. I wish UBS would rethink this pin requirement. After all they are focused on banking services for the wealthy right? This pin creates a sloppy new client onboarding experience and is overly complicated how you have to have a separate temporary pin for each account. EFT, Bill Pay, Journals, banking features would be lights out if they could figure out how to make this easier on all banking clients. Lastly, my UBS financial advisor is in desperate need of a new secure document delivery technology. They should be able to password protect a pdf and send outside of secure messaging. Or buy a new technology to facilitate this effort.
Best-in-class app with improvements to make on banking pin# requirement
05/31/2023

ubs client

This is such a great innovative and refined application for iPhone. It seems that they have really been thoughtful about the design, investment, and innovation poured into this client tool. The PIN # requirement is an exhausting feature that is years behind in terms of being modern. These financial companies have a hard time accepting risk and being the first to do anything. I wish UBS would rethink this pin requirement. After all they are focused on banking services for the wealthy right? This pin creates a sloppy new client onboarding experience and is overly complicated how you have to have a separate temporary pin for each account. EFT, Bill Pay, Journals, banking features would be lights out if they could figure out how to make this easier on all banking clients. Lastly, my UBS financial advisor is in desperate need of a new secure document delivery technology. They should be able to password protect a pdf and send outside of secure messaging. Or buy a new technology to facilitate this effort.
I hope UBS goes bankrupt
07/24/2025

NarJool
This is the worst financial app on the App Store and potentially the worst app period. This app is not an app a multibillion dollar company should have. Words cannot describe how poor this app performs compared to literally every other app on the App Store. I have to try 5-10 times to login every single time I want to open the app. The app for some reason cannot handle something as simple as letting the user log in to use it. I know my information is correct but it doesn’t matter because the app does not work. It’s an embarrassment that this app was even approved to be sent out to the public. It’s so unfortunate my company uses UBS for its ESPP, because I know I am forced to use this terrible app if I want to participate in it. The fees they charge are outrageous. It is not a smart financial decision to use UBS, simply for the fact that the fees are unlike anything I’ve ever seen. I don’t know why anybody would choose to use this company for literally anything unless they are forced to do so. Avoid this terrible company at any cost, you will be destroyed mentally and financially.
I hope UBS goes bankrupt
07/24/2025

NarJool

This is the worst financial app on the App Store and potentially the worst app period. This app is not an app a multibillion dollar company should have. Words cannot describe how poor this app performs compared to literally every other app on the App Store. I have to try 5-10 times to login every single time I want to open the app. The app for some reason cannot handle something as simple as letting the user log in to use it. I know my information is correct but it doesn’t matter because the app does not work. It’s an embarrassment that this app was even approved to be sent out to the public. It’s so unfortunate my company uses UBS for its ESPP, because I know I am forced to use this terrible app if I want to participate in it. The fees they charge are outrageous. It is not a smart financial decision to use UBS, simply for the fact that the fees are unlike anything I’ve ever seen. I don’t know why anybody would choose to use this company for literally anything unless they are forced to do so. Avoid this terrible company at any cost, you will be destroyed mentally and financially.
Horrible Almost Useless Appp
03/18/2024

GregginBos
I bank in several places. I have 4 or 5 banking apps on my phone. This is by far the worst of them. It offers little function. The rest must be done on the bank web site.. The developers have no concept of consistency. The timeout is very short and when you return you lose what you were doing. For example activating a card. The timeout was so short that the app screen closed before I could pick my pin. After logging back in the activation screen was gone. With UBS and their poor app, the only way to set the PIN after activation is to call them. While I am glad they have great customer service, I wasn’t expecting this. Because of the circumstances, picking the PIN became an ordeal.If you want to bank like you are living in the early 1990s, this app is for you. Otherwise, pick a different bank.
Horrible Almost Useless Appp
03/18/2024

GregginBos

I bank in several places. I have 4 or 5 banking apps on my phone. This is by far the worst of them. It offers little function. The rest must be done on the bank web site.. The developers have no concept of consistency. The timeout is very short and when you return you lose what you were doing. For example activating a card. The timeout was so short that the app screen closed before I could pick my pin. After logging back in the activation screen was gone. With UBS and their poor app, the only way to set the PIN after activation is to call them. While I am glad they have great customer service, I wasn’t expecting this. Because of the circumstances, picking the PIN became an ordeal.If you want to bank like you are living in the early 1990s, this app is for you. Otherwise, pick a different bank.

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.

Version 65.0.2.0 1d ago

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

Information

Seller: UBS AG
Size: 184.6 MB
Category: Finance
Compatibility: Requires iOS 16.0 or later.

iPhone
Requires iOS 16.0 or later.

iPad
Requires iPadOS 16.0 or later.

Apple Vision
Requires visionOS 1.0 or later.
Languages: English
Age Rating: 4+

4+

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