UBS Financial Services 4+

Name: UBS Financial Services
Rating: 4.8 (36994 reviews)
Author: UBS AG

UBS AG

- 4,8 • Оценок: 37 тыс.

- Бесплатно

Описание

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

21 июн. 2024 г.

Версия 42.0.1

We are continuously making updates to improve the client experience. Turn on auto updates to ensure you always have the latest version.

This version of the app includes:
• Secure Inbox: You can Compose, reply, Forward and access the Sent Folder on your iPhone.
• Financial planning: You will only be able to view Financial Plans on your iPhone if permissible in your jurisdiction.
• Minor bug fixes.

4,8 из 5

Оценок: 37 тыс.

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.

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.

Horrible Almost Useless Appp

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.

Разработчик UBS AG указал, что в соответствии с политикой конфиденциальности приложения данные могут обрабатываться так, как описано ниже. Подробные сведения доступны в политике конфиденциальности разработчика.