UBS Financial Services
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Top 10 Rankings
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Top 30 Rankings
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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
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Screenshots

User Rating

4.76 out of 5

37,662 ratings in United States

5 star
32,273
4 star
3,457
3 star
932
2 star
353
1 star
647

Ratings History

Reviews

Bank App

RRowe29 on

UBS is the Best Wealth Management Program and app that you can ask for.

Useless, can’t even see recent buy/sell transactions

Sasha177 on

The app is completely useless. You can’t buy/sale your opinions and see your open orders. Waste of memory

Accurate

Poncho Lopez .7 on

Very easy and professional when you need it nothing less!

Richard & Wendy Murphy

rlandism on

Level of service quality is a benchmark for best practice. Haley Rockwell and her team are there for us at all times, and she knows that service quality has been what keeps us engaged for many years.

Simplify App

Mark Ortiz on

Need to simplify view and information. Let customers peel back the data onion.

Depositing a check

Mer in FL on

Rather than depositing in person or mailing in a check, it is easy to photograph a check with the mobile deposit app.

Nice looking, not particularly functional

dgyevjrdhjdc on

The graphic design is really quite nice, but they forgot to hire software developers, too. Oftentimes the app does nothing at all because of scheduled downtime on the server (which is fine occasionally, like maybe once or twice a year, but not all the time!). When it is working, the interface is clunky, slow to load, impossible to basic stuff. They should try to make this app functional first and then let the designers get it there and make it pretty, too.

Ugh

Ramsey a4 on

Something has changed. Every time I take a clear photo of the check front and back it takes the tree times of rejection before it is accepted by this app. Often it won’t accept th photos at all. This is very annoying and if my husband was not a UBS advisor I would have got another bank with a deposit app that functions by now. Please correct this problem. Krista percival

Just OK

Eukeryote on

I find the constant authentication annoying. Also way too much information. Fine to drill down into information as desired. But does not need to be all detail all the time.

App

Pp1…. on

App is slow and quirky. Needs improvement

Store Rankings

Ranking History

Category Rankings

Chart
Category
Rank
Top Free
292
Top Free
293
Top Free
330
Top Free
343
Top Free
360

Keywords

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Revenue and Downloads

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App Info

Category
Finance
Publisher
UBS AG
Languages
English
Recent version
42.0.1 (1 month ago )
Released on
Aug 24, 2022 (1 year ago )
Last updated
1 week ago