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Fraud Alert

Please be aware that the integration of Credit Suisse and UBS creates a unique opportunity for fraudsters to contact our clients purporting to be from our organization or selling fake investment schemes from our entities. This could be a means to get information from our clients or to trick clients into sending money to a new account. Please be vigilant if you are contacted by an unknown party. UBS and Credit Suisse entities will never contact you by email or telephone with new bank account details. Before transferring money or sharing personal details, please contact UBS (or relevant bank) by telephone. If you are already a client, please contact your UBS or Credit Suisse advisor.

Welcome to My Way

A portfolio as unique as you are

Keep track of your portfolio
Make changes to your portfolio
Reviews with your client advisor

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Thank you for entrusting your investment to our expertise.

UBS My Way is created around you and your needs. Discover how to make the most out of our innovative investment solution.

Your UBS My Way

A personalized portfolio designed by you from a wide range of My Way building blocks

A flexible, digital solution that’s easily adapted if you want to follow the UBS House View or if your personal views change

Easily access your My Way portfolio via Mobile Banking and make simple changes with just a few clicks

Benefit from professional portfolio management taking care of instruments selection, day-to-day portfolio monitoring and rebalancing for you

Keep track of your portfolio in UBS Digital Banking

Easily keep track of your UBS My Way at any time and anywhere – via E-Banking or Mobile Banking.

In your UBS E-Banking go to:

01
Assets & Investments
02
Portfolio overview
03
Select My Way portfolio

UBS E-Banking screens showing the My Way Portfolio overview and its different widgets

Portfolio performance incl. market indices
Monthly update, incl. market environment and outlook on the investment strategy

UBS E-Banking screens showing the My Way Portfolio overview and its different widgets

Portfolio’s asset allocation, incl. building blocks
Investment positions

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

Make changes to your portfolio in UBS Mobile Banking

Stay active as new opportunities arise. Learn how you can review your portfolio, explore inspiring ideas and make seamless adjustments with just a few clicks.

Step 1

Step 1

Open your Mobile Banking app and tap on your My Way Portfolio in the Home screen or under Assets.

Step 2

Step 3

Personalization option 1

Personalization option 2

Personalization option 3

Reviews with your client advisor

As a UBS My Way client you benefit from regular reviews of your portfolio with your client advisor. Simply choose whether you prefer to be updated in person or, for example, via phone call.