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About UBS Financial Services

"The UBS Financial Services Inc. mobile app offers clients select functionality of UBS Online Services (OLS). You'll be able to view your UBS Investments, credit card, credit line and mortgage accounts, as well as transfer funds, pay bills, deposit checks, and contact your UBS Financial Advisor.
The app offers the following functions:
-Summary, details, activity and holdings information for investment accounts, such as Resource Management Account (RMA)
-Summary, details and activity for credit cards, credit lines and mortgages
-Transferring funds (for accounts which are currently enrolled in OLS)
-Paying any merchant, as well as your UBS credit cards and UBS credit lines
-Deposit checks into your eligible UBS accounts with the mobile deposit feature"

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Frequently Asked Questions(FAQ)

What does the UBS Financial Services Inc. mobile app offer?

The UBS Financial Services Inc. mobile app offers clients select functionality of UBS Online Services (OLS), including viewing investments, credit cards, credit lines, and mortgage accounts, transferring funds, paying bills, depositing checks, and contacting a UBS Financial Advisor.

What information can I view regarding my investment accounts on the app?

The app provides summary, details, activity, and holdings information for investment accounts, such as Resource Management Account (RMA).

What information can I view regarding my credit cards, credit lines, and mortgages on the app?

The app provides summary, details, and activity for credit cards, credit lines, and mortgages.

Can I transfer funds using the UBS Financial Services Inc. mobile app?

Yes, you can transfer funds using the app for accounts that are currently enrolled in UBS Online Services.

Can I pay bills using the app?

Yes, you can pay any merchant, as well as your UBS credit cards and UBS credit lines using the app.

Is there a feature to deposit checks into my UBS accounts using the app?

Yes, you can deposit checks into your eligible UBS accounts using the mobile deposit feature on the app.
author
Good, quick access to information
N Kirkpatrick
author
Excellent!!!
Tony Quartano
author
Fine
John Bosa
author
I love my UBS Advisors, been with them for many years. We are part of the family.
RONNIE GAINER
author
Everything is working again. I would like to see the app ask for 2FA. The push message from the browser to the app is handy.
Joseph Goss
author
Mobile Deposit has been fixed quickly and the app is once again running great.
John Snodgrass