UBS Financial Services

Name: UBS Financial Services
Rating: 4.75436 (13520 reviews)

Finance

View in App Store

UBS Financial Services

Finance

4.8

13.5K ratings

Age Rating

Seller

UBS AG

View in App Store

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User Reviews for UBS Financial Services

Easy to use

Fully functional easily evaluated by account. Fully integrated with banking functions including check depositing.

bill37*, Nov 16, 2022

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.

Dump Gartman, Dec 24, 2022

Not easy to see actual balance

The app is pretty good. However, I can not see what our current usage is. With Chase, you would always have up to date information. Also, why do transfer take so long to show or payments to our credit card? They are all UBS. It would be nice if those are immediate.

Eeyore_pat, Nov 12, 2022

Solid app

Check my account each day; app is great for that. Photo deposit is fast and efficient. Well done.

greek100, Oct 03, 2022

I love UBS

It seems that a lot of progress has taken placeIn this well established organisation. The latest move to offer Visa credit card is interesting and I ‘m looking in its validity

Hallooff, Dec 02, 2022

App and Website Need More User-Friendly Interface

I believe both the app and the website can benefit from a more user-friendly interface that provide more direct and organized results and pages. I am a personal account owner, not an investment banker, and it would be easier for me to view my activity with out all the specifications of which stocks were purchased, etc. Bank of America and Marcus have extremely easy user interfaces that UBS should model after.

jzidnejsisnsbd, Nov 24, 2022

Easy

Easy access, safety, and assurance of accuracy! All the ingredients of a pleasant banking experience. Yes to online day and night welcome! That’s satisfaction in one serving. Thank you very much.

lamajeff, Oct 18, 2022

UBS App ease of use

I like the simplicity of this app to quickly find out how my investments and financial activity is being handled. I appreciate the advisors that work for my behalf.

sambirdieman, Oct 03, 2022

Excellent Access

The UBS app is a step above most others with regard to access to information, and functionality.

TM Tokyo, Oct 23, 2022

Market checks

Secure, quick, and easy market updates. Any time and anywhere.

TPCA retiree, Sep 26, 2022

Description

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