Better overview of your finances

You can now get a quick overview of your corporate loans and the financing of investment properties.

Homepage in E-Banking

You can now see the most important financing data directly on the E-Banking homepage:

  • credit limit totals
  • available limits
  • utilized limits

This includes all banking relationships that form part of the Digital Banking contract.

Financing widget

Corporate loans / Investment properties

  1. Access the overview
    You can find the new overview of your operating loans and investment properties in E-Banking under Financing.

  2. Total financing
    This is where you can see the total amount of credit limits and mortgages utilized.

  3. UBS master limits
    Your master limits for corporate financing are listed. Simply click on a limit to find out more:
    • utilized limits and limits still available
    • a planned limit reduction
    • the individual credit products with maturity and credit amount
    • current accounts with credit balance
       
  4. UBS mortgages
    UBS mortgages that are not linked to a master limit are displayed in this separate area. You can see the interest rate, maturity and mortgage total directly in the overview. Simply click on a mortgage to find out more.

  5. Shortcuts
    Shortcuts can be used to access the most important functions directly:
    • SARON interest rates
    • SOFR interest rates
    • Manage investment properties
    • Real Estate Research
    • Contact client advisor
    • Help
       
  6. Exchange rates
    You can find all exchange rate pairs relevant to the selected credit products here.

  7. Give feedback
    Your feedback is always welcome and helps us to keep optimizing the overview. Click here to go directly to the feedback form.
Overview “Corporate loans / Investment properties”

One-off activation

Look for this new widget on your E-Banking homepage.

Click on Activate, accept the electronic agreement and access your “Corporate Loans / Investment Properties” overview.

Activation