Get a clearer view of your wealth

  

With accounts spread across many financial institutions, it can be a challenge getting a good picture of your wealth. With My Total Picture, you and your financial advisor can review and track all of your assets in one place.

My Total Picture

What if there was a more convenient way to view your various accounts—from inside and outside UBS—in one place? With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.

  • Simplify your financial life—Bring together your accounts from multiple institutions into a single view.
  • Deeper insight, better collaboration—This snapshot allows you and your Advisor to gain better insight into your finances and helps you make more informed decisions together.
  • Stay on track—When you see both your assets and liabilities in one place, you’ll be able to plan for your future more confidently.

Get started. Go to ubs.com/onesource/ACN

The My Total Picture service enables UBS to retrieve information about your non-UBS accounts (“Outside Accounts”) at your direction from the other financial institutions’ websites. The service is provided for your convenience and information only. Unless we agree in writing otherwise, UBS does not provide advice or recommendations with respect to your Outside Accounts and is not responsible for activity or transactions you conduct in your Outside Accounts. UBS does not verify the holdings, valuations or other information we receive about your Outside Accounts. UBS Financial Services Inc.’s SIPC coverage and supplemental SIPC insurance only apply to eligible assets held by UBS Financial Services Inc.

UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA. Member SIPC.

Get started:

  1. Log in to your UBS One Source portal
  2. From the home page, click on the My Wealth tab and select Balances. Then click the Link Outside Accounts button
  3. Follow the on-screen instructions
On-screen instructionspdf, 1 MB

Helpful tip:

Before you enroll, gather the key information for all your accounts, including usernames and passwords.