UBS My Way

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.

Key functionalities

Watch the video to discover the fully digital My Way experience

Dive into the new features and see how to make the most of it. Learn how you can review your portfolio, explore inspiring ideas and make seamless adjustments.

Ready to go in a few steps

Step 1
Open your Mobile Banking app and select “Assets” from the bottom menu.
Step 2
Tap on “My Way Portfolio” widget
Step 3
Switch between three tabs at the top to review portfolio allocation, market value 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 wights 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.