UBS Wealth Management

Name: UBS Wealth Management
Rating: 4.8 (63533 reviews)
Author: UBS AG

Finance

Free

64K Ratings
Age Rating

4+
Years
Category

Finance
Developer

UBS AG
Language

EN
English
Size

189.1
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

64K Ratings

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.
Delay and stagnation
May 20
Love it.... Hmmm... NO!
I believe it is completely ridiculous. The fact that it takes days not just several hours to update standings and amounts when making credit card payments and or other payments in the system. Especially when paying off a credit card using internal accounts and resources those balances should be updated immediately. Other credit card companies do it why can’t you when a payment is made to an outside account or even internal accounts the balance should reflect those changes immediately. We’re in the year 2026. This is a technology that is available.
Delay and stagnation
May 20
Love it.... Hmmm... NO!

I believe it is completely ridiculous. The fact that it takes days not just several hours to update standings and amounts when making credit card payments and or other payments in the system. Especially when paying off a credit card using internal accounts and resources those balances should be updated immediately. Other credit card companies do it why can’t you when a payment is made to an outside account or even internal accounts the balance should reflect those changes immediately. We’re in the year 2026. This is a technology that is available.
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.
Antiquated App
Jul 31
Please redo your app…
I think this is a classic example of an old institution that hasn’t invested much in the platform over the years. There’s something very bizarre where it keeps on crashing on iPad (despite app being deleted and downloaded). But the layout so poorly designed. There’s so much wasted space and there’s not the same functionality on app as there is on website which is frustrating. There are random options to show two or three lines for a security which ostensibly gives more detail but just…why. And I’ve found it difficult to simply get a view of how many shares and what the basis is…again if you login through a browser i think you have more functionality but strange it’s so limiting on app - or at least what I’ve experienced is the default settings are so basic compared to even another bank platform. Please look at other apps or reach out but maybe zoom out and try to take a fresh look at what you think is most important to your users. Thanks.
Antiquated App
Jul 31
Please redo your app…

I think this is a classic example of an old institution that hasn’t invested much in the platform over the years. There’s something very bizarre where it keeps on crashing on iPad (despite app being deleted and downloaded). But the layout so poorly designed. There’s so much wasted space and there’s not the same functionality on app as there is on website which is frustrating. There are random options to show two or three lines for a security which ostensibly gives more detail but just…why. And I’ve found it difficult to simply get a view of how many shares and what the basis is…again if you login through a browser i think you have more functionality but strange it’s so limiting on app - or at least what I’ve experienced is the default settings are so basic compared to even another bank platform. Please look at other apps or reach out but maybe zoom out and try to take a fresh look at what you think is most important to your users. Thanks.

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 68.0.2.0 Jul 24

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: 189.1 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+

Learn More