UBS Digital Banking - Navigation

Manage your Assets, E-Trading and Quotes.

Assets & Performance

Navigate through your Assets

  • Access 1: to your detailed asset view

    Seamlessly navigate your financial landscape and explore comprehensive insights into your assets and performance. On your homepage, you'll find an overview of your assets. Clicking on a specific position, such as a UBS portfolio, will provide you with more detailed information on its performance and other metrics.

  • Access 2: to your detailed asset view

    Alternatively, head to Assets & Investments in your menu bar. Select Portfolio Overview to delve into a detailed view where you can review performance metrics, individual positions, and transaction history.

  • Deep dive into your assets

    This page introduces a menu bar to facilitate a deeper understanding of your portfolio. Utilize the menu bar to explore deeper insights into your portfolio 1). Above the menu bar, switch effortlessly between different portfolios and accounts 2). Customize the currency in which your portfolio is displayed to suit your preferences 3).

UBS Quotes

Access and navigate UBS Quotes

  • Market overview

    You will find the most important information about the markets in the customizable Market overview. The overview provides you with information on market development grouped by asset class. An interactive map shows you which markets are currently up (blue) and which ones are down (red). Use the buttons at the lower left-hand corner of the map to change the regional focus.

  • Search for a financial instrument

    The search function can be opened at the top right corner on each page. It opens in a side bar and allows quick access to all instruments of the entire global financial market.
    You may enter the name of an instrument, the symbol or an identification number (ISIN, security number, WKN etc.) as the search term.

  • Financial instrument search

    The most important information on the main hit is displayed at the top of the search window 1). By hitting the <Enter> button the detail view of the best match of your search is displayed. Search results are displayed with their symbol, name and currency 2). In the other tabs you can see the number of hits per category 3). Choose an asset class to see the hits.

  • Create and manage virtual portfolios

    You can use virtual portfolios to tailor UBS Quotes to your personal requirements. You can organize into several portfolios the instruments that you often check, and you can enter your current holdings and the cost price. For further instructions, please have a look at the UBS Quotes Factsheet below.

UBS Quotes provides wide-ranging data and information on the global financial markets. For further information and instructions, please have a look at the UBS Quotes Factsheet below.

E-Trading

Self Trade on your Computer

  • Search and chose instruments though UBS Quotes

    If you wish to research your desired financial instrument before making a transaction, you can search for it within the financial market data which leads you to the UBS Quotes application. Simply select your preferred financial instrument and click on the “Buy” (blue) or “Sell” (red) button to proceed with your e-trading transaction.

  • Buy/Sell directly

    If you have already decided on your trade, simply click on the “Buy” (blue) or “Sell” (red) button under the Markets & Trading section to proceed with your e-trading transaction.

Self Trade on your Mobile Banking App

  • E-Trading

    Alternatively, navigate to the tab “More” and scroll down to the Markets & Trading section to place a buy or sell order.

  • Transaction process Step 1

    Once you have selected an investment instrument, initiate your transaction by clicking on your desired execution button. Complete the necessary information, such as quantity and price limit, and click on “Next” to proceed.

  • Transaction process Step 2 & 3

    The screens to your right entails presents a detailed overview of your transaction, including additional information. Confirm and submit your order to continue with the transaction.
    The final screen will display a confirmation message indicating that your order has been successfully submitted.