UBS Financial Services 4+


    • 3.2 • 31 Ratings
    • Free



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 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

What’s New

Version 20.0.0

Minor enhancements and bug fixes

Ratings and Reviews

3.2 out of 5
31 Ratings

31 Ratings

ClickClack53 ,

No way to view statements?

Tried to log into UBS website on my computer, and was required to install this UBS app on my phone for verification. Okay, fine. Once it was installed, it looked like maybe I could just view all my UBS account data within the app. It shows balances and recent activity, but I cannot find any way to view statements. No button, no menu item, and no links. Perhaps I am wrong and the app does have this capability, but if so, they certainly made it hard to find. Tried phoning UBS to ask how I can view statements in the app, and after requiring me to provide telephone and account numbers, their computer system was not working correctly so the Customer Support representative asked me to call back at another time. All I wanted to know was where to look for statements in this app, and she couldn’t tell me.

par under the stars ,

Bill pay issues+account navigation

Every time I try to add a payee the app shuts down, very disappointeThis app is awful, when in an account detail, you want to review activity, it jumps to a completely different account in the household. UBS needs to join the 21st Century, this is how clients & the next generation expect to do business. Fix this app, don’t kid yourself,all of the reviews are awful.

rockanova ,


Type too small
Also coloring makes it difficult to read

App Privacy

The developer, UBS AG, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

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

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