UBS Financial Services app for iPhone and iPad
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
Latest reviews of UBS Financial Services app for iPhone and iPad
The app is good for looking at your balances and making mobile payments. They just added the ability to make deposits which is great so I have gone from my original rating of 3 stars to 4. If they want to get a 5 star rating they need to allow you to setup a default account to make your deposit in. The way it is setup now is I have to scroll through all my accounts to find my checking account to make my deposit and if youre depositing more than one check you need to keep putting in the account you want to deposit it to. If nothing else keep the account you select the first time for all checks in that deposit. If they give you a default account option than all you have to do is enter the amount and take the picture of the front and back of the checks. The last thing they need to catchup with the other financial institutions is to use finger print technology instead of a password.
This is another example of an app that has great ambitions but is simply unable to close the deal. My biggest gripe is with the "check deposit" feature. Yes, it would be great to be able to scan a check and the funds magically appear in ones UBS account. But the actual process is so cumbersome, so prone to errors thats its much, much easier to just endorse and mail in the check or stop by a UBS branch. So I see this app as basically a beta version of what it claims to be. Unfortunately, UBS markets the app as fully functional rather than beta and in doing so raises false expectations with their clients. And thats never good business practice.
Come on people. Need Touch ID to log in.
App is good - 3.5/5. Mobile deposit and bill pay functions work well. Please improve by enabling Touch ID login and adding performance reporting by account and portfolio. Cash management account reporting could be improved by adding spend tracker by category.
The UBS app is clean and efficient. I was able to find my way around without any trouble.