UBS-AM Client Portal – External User Guide

Click on the link in your welcome email

You will have received an email from ubs-am-client-portal@ubs.com with the subject “Your Asset Management client portal account has been activated” that includes a link to the UBS-AM Client Portal. Click on the link (next to the red arrow in the below screenshot).

Login self-activation

If you have registered a mobile phone number with UBS-AM

Once you click on the link from the welcome email, you will land on the below page. Enter your registered email address and click on “Next”.

On the next screen, enter the last three digits of your mobile phone number (as registered with UBS) and click on “Send code”.

When you receive the six digits code via text message, enter it under “Enter login code” and click on “Next”.

You will then be prompted to create your password. Please follow the minimum requirements and enter the same password in “New password” and “Confirm password” and then click on “Next”.

You will then be asked if you want your username to be remembered for your next visit. Please note, this is based on the device you use to log in, therefore if you use a different device in future, you will need to go through the above process as if it were your first time logging in.

You are now required to set up three secure personal questions in case you cannot remember your password or to authenticate yourself when calling the UBS Neo Help. Try to keep the answers simple so you can remember them. Once done, please click on “Next”.
Note: You can skip setting up secure personal questions by clicking the “Later” button. You will be prompted to set up security questions every time you log in and can only skip set up a number of times.

The final step is agreement to the UBS-AM Client Portal’s Use Agreements & Disclaimers.
Please read all three documents and click “Agree” for each.

Congratulations! You now have access to UBS-AM Client Portal where you can consult and download your client reports and invoices and read our latest news and announcements.

If you have not registered a mobile phone number with UBS-AM

Once you click on the link from the welcome email, you will land on the below page. Enter your registered email address and click on “Next”.

Since you have not registered a mobile phone number with UBS, you need to contact UBS Neo Help via email ubsneohelp@ubs.com or via phone +12013521278 to receive your login code.

Once you have received the login code, please click on “Already have the code?”.

Enter the login code under “Enter login code” and click on “Next”.

You will then be prompted to create your password. Please follow the minimum requirements and enter the same password in “New password” and “Confirm password” and then click on “Next”.

You will then be asked if you want your username to be remembered for your next visit. Please note, this is based on the device you use to log in, therefore if you use a different device in future, you will need to go through the above process as if it were your first time logging in.

You are now required to set up three secure personal questions in case you cannot remember your password or to authenticate yourself when calling the UBS Neo Help. Try to keep the answers simple so you can remember them. Once done, please click on “Next”.
Note: You can skip setting up secure personal questions by clicking the “Later” button. You will be prompted to set up security questions every time you log in and can only skip set up a number of times.

You will then be prompted to enter your mobile phone number.
This is to help protect yourself and your use of the UBS-AM Client Portal (e.g. to receive security tokens by text message) and we strongly recommend you provide your mobile number.
Once done, please click on “Save”.

Note: You can skip entering your mobile phone number by clicking the “Later” button. You will be prompted to enter your mobile phone number the second time you log back in and you can again click the “Later” button.

On the third attempt to log in, you can skip this prompt permanently by clicking on “No Thanks – Don’t show again”.

The final step is agreement to the UBS-AM Client Portal’s Use Agreements & Disclaimers.
Please read all three documents and click “Agree” for each.

Visit UBS Asset Management Client Portal : https://neo.ubs.com/am/home

Enter your email address and click on “Next”.

Enter your password and click on “Next”.

First time logging in

I do not want to provide my mobile phone number. Can I still log in?

To help protect yourself and your use of the UBS-AM Client Portal, we strongly recommend that you provide your mobile number in order to receive security tokens by text message.
You can still log in without a mobile phone number by contacting UBS Neo Help via email ubsneohelp@ubs.com or via phone +12013521278 in order to receive your login code.

I do not want to set up secure personal questions. Can I still log in?

You can skip setting up secure personal questions by clicking the “Later” button. Please note you will be prompted to set these up every time you log back in and you can only skip the set up for a number of times, afterwards you will need to set them up in order to log in.

Logging in

My password has expired. What should I do?

For security reasons, your password expires every 180 days or after 90 days of absence. You need to reset your password by either receiving a security token by text message or contacting the UBS Neo Help via email ubsneohelp@ubs.com or via phone +12013521278 in order to receive your login code.
Click on “Reset / create password”.