UBS Financial Services 4+


    • 4.8 • 20.7K 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 29.0.4

Minor enhancements and bug fixes

Ratings and Reviews

4.8 out of 5
20.7K Ratings

20.7K Ratings

Mike48176 ,

Statements & Tax Forms not available on iPad

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.

ubs client ,

Best-in-class app with improvements to make on banking pin# requirement

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.

Dump Gartman ,

Easy app

I like the app. Easy to see the things I am looking for. Account value and activity. Would like to see expected income/yield of dividends from stock, ETFs and bonds. I think that would be helpful.

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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