UBS My Way Mobile

At your fingertips

Our most innovative mandate solution now accessible via UBS Mobile App

Benefits at a glance

All in one app

Adjust your portfolio and top-up the overall investment amount in the Mobile Banking App. Explore inspiring ideas and seamlessly add them to your My Way portfolio.

Transparency

Have a clear overview of your invested building blocks including target allocation, market value and performance figures.

Stay in touch

Connect with your Client Advisor with one click to receive any support you may need.

Ready to go in a few steps

Step 1
Open your Mobile Banking app and tap on your My Way Portfolio in the Home screen or under Assets.
Step 2
View the main figures about your portfolio and tap on “Building blocks” for more details.
Step 3
Switch between the two tabs at the top to review the building blocks’ target allocation and performance.
Personalization Option 1
To make adjustments to your portfolio, tap on the three dots at the top right. Then choose “Change allocation” and adjust allocation weights with the sliders. Once adjusted press “Next” and then “Confirm”
Personalization Option 2
When tapping on the three dots, you can also select “Increase investment amount” to adjust your investment threshold…
Personalization Option 3
…or select “Explore building blocks” to learn more about the building block ideas that you may find interesting.

The app screens shown on this page are for illustrative purposes only, and some of their features may differ from those displayed in your UBS Mobile Banking App.