How can we assist you?

1. Launch your UBS Access App and go to “Set up directly”.

2. If you don't have the UBS Access App, download it from your app store and then launch it.

3. Enter your contract number and continue. The contract number can be found in your welcome letter.

4. Enter the last four digits of the registered mobile number.

1. Select “Yes” when asked if the activation letter is at hand.

2. Enter the SMS key code that is sent to you.

1. Gently peel away the sticker on the back of the activation letter.

2. The PIN will be visible on the front side of the letter.

3. Enter this PIN number.

1. Choose a device name.

2. Choose a login PIN.
* PIN must be alphanumeric, with at least 1 number and 1 letter.

Note: Enable push notifications for the UBS Access App in order to stay up to date.

1. Open the UBS E-Banking login page on a web browser from a desktop, laptop or tablet. Input your contract number and select “Continue”.

2. Launch the UBS Access App on your smartphone to scan the QR code displayed.

3. Input your UBS Access App PIN on your smartphone. You have successfully logged into UBS E-Banking using your UBS Access App.

You can enter a new foreign exchange transaction in UBS E-Banking.

1. Go to “Markets & Trading”, select “Foreign exchange”, and select “New order”.

2. Choose between a “Spot/Forward” or "Swap" transaction.
3. Specify which currency you wish to buy and sell in.

4. Enter the required amount in the specific currency for the payment, and select the period. The current client exchange rate will show automatically.
5. If required, you may make adjustments to the proposed account to be credited and debited.
6. Select “Next”. When you click, you’ll have a minimum of 10 seconds to check the order details.

7. To submit the transaction, select “Execute”.
8. A delivery confirmation containing detailed information on the submitted transaction will appear. You may print it out if needed.

Note: To start performing foreign exchange transactions, please contact your client advisor to set up a credit agreement and FX trading limits. You must also have foreign currency accounts in the corresponding currencies.

There may be orders which require your attention. Please read the message carefully and confirm, then click “Next” to confirm the order. For cases that cannot be executed, please contact your client advisor.

Watch this video to learn more you can buy/sell and cancel orders online.

Investment insights provides Chief Investment Office content tailored to your financial interests, including related trading cases from our market experts.

On UBS Mobile Banking, Chief Investment Office content can be viewed before login and trading cases attached to these articles are accessible after logging in. You will be alerted of new, relevant content via push notifications.

On UBS E-Banking, you can access investment insights once you have logged in.

For more details, refer to:

1. Login to UBS E-Banking.
2. Go to “Settings”.
3. Select “Notifications and Mobile Banking App”.

4. Select “Notifications”.

5. Click on your preferred tab, e.g., “Accounts”, “Markets & Trading” or “Mailbox”.
6. If you would like to set up rules for accounts balance and transactions,, click “Accounts” then click “Set up notifications”.

7. Select “Account balance” or “Account transactions” and click “Next”

8. Enter your preferred rules and click “Save”.

9. If you would like to set up rules for trading cases and stock market orders, click “Markets & Trading” then click “Set up notifications”.

10. Select “Stock Market Orders” or “Trading Cases” and click “Next”.

11. Enter your preferred rules and click “Save”.

12. If you would like to make changes to the notification regarding UBS Mailbox, click “Mailbox”, check the box, then select the preferred email address and phone number, click “Turn on” or “Turn off”, followed by “Save”.