The switch is easy

Fast track your goals by moving your bank accounts to UBS

Stay connected to your wealth and fund your account. Getting started is easy, and it all begins with enrolling in UBS Online Services, your one-stop resource for accessing and managing your finances efficiently and conveniently.

Enroll in 5 easy steps

  • Download the UBS Financial Services mobile app for iPhone®, iPad® or Android™.
     
  • Click on Register for Online Access to set up your account
  • Click on Banking Services and choose Deposit Checks
  • Click Enroll and accept the terms and conditions
  • Deposit a check using the mobile deposit feature

More ways to enroll and fund your account

Prefer to enroll in UBS Online Services on your desktop or laptop? Visit ubs.com/onlineservices to set up your username and password—it’s fast and easy.

Enroll now

Get the most out of your account

Take advantage of our cash management services to ensure your day-to-day finances can work hand-in-hand with your investment plan to advance your goals.

  • Get a complete view of your entire financial picture by connecting your UBS accounts with your accounts at other financial institutions.
Link your accounts on UBS Online Services

See our step-by-step guide(PDF, 428 KB) or view the tutorial video

  • Make paying bills simple and paper-free by enrolling in online bill payment.
Enroll in Bill Pay
  • Want to sign your documents electronically? Connect with your Financial Advisor or UBS Client Services at 800-762-1000.
  • Sign up for e-Delivery and you’ll enjoy secure online access to your important account documents and information, while reducing the amount of mail you receive and the impact on the environment.
Enroll in e-Delivery

A tool to help you transfer recurring payments and close your old account

Download this simple worksheet to make sure you:

  • Compile a list of recurring incoming deposits and notify the payers of your new account information.
  • Update automatic bill payments, such as utility bills or vendor payments, to reflect your new account information.
Download the worksheetpdf, 683 KB

Reconcile your old account and keep it open until:

  • All outstanding checks have cleared
  • All debit card transactions have cleared
  • All automatic payments and deposits have moved to UBS
  • You can calculate the final balance after all transactions are final
  • Fill out an Account Closing Form and send it to your previous bank

Questions? Connect with your UBS Financial Advisor or call UBS Client Services at
800-762-1000.

1 The products and services described are provided by the firms mentioned herein (“Firms”) and not by UBS Bank USA or its affiliates (“UBS”). The Firms are not affiliated with UBS and UBS is not responsible for any Firm performance. UBS makes no representations or warranties with respect to any product or service offered by the Firms and UBS will have no input concerning such products and services. Additional terms and conditions may apply; see Firm for details.

Important Information

This material is issued by UBS Financial Services Inc. (“UBS”). Products and services in this communication may not be available for residents of certain jurisdictions.

About UBS Bank USA

UBS Bank USA is a subsidiary of UBS Group AG. Member FDIC NMLS no. 947868.

About UBS Financial Services Inc.

The Resource Management Account (RMA), Business Services Account BSA and International Resource Management Account (IRMA) are brokerage accounts with UBS Financial Services Inc., a registered broker-dealer and a Member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). An explanatory brochure is available upon request or at sipc.org. The RMA, Business Services Account and IRMA provide access to cash management services and products through arrangements with affiliated banks and other third-party banks, and provide access to insurance and annuity products issued by unaffiliated third-party insurance companies through insurance agency subsidiaries of UBS Financial Services Inc.

Investment, insurance and annuity products: Not FDIC insured • Are Not Deposits • May lose value

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

© UBS 2024. The key symbol, UBS, Resource Management Account, RMA, Business Services Account BSA, International Resource Management Account and IRMA are among the registered and unregistered trademarks of UBS. All other trademarks of the property of their respective owners. iPad and iPhone are trademarks of Apple Inc., registered in the US and other countries. App Store is a service mark of Apple Inc. Android is a trademark of Google Inc. . All rights reserved.

20240627-3655991 Exp. 6/27/25