Go Mobile.

Download the UBS Financial Services app for iPhone® and AndroidTM.

As life becomes more complex, UBS is always looking for ways to simplify yours. That’s why we created the availability of the UBS Financial Services app for iPhone and Android.

Stay connected to your finances—no matter where you happen to be

The UBS Financial Services app is designed to help busy people like you manage your money from wherever you are. Once you’ve installed the app, you can: 

  • View your UBS Resource Management Account investments, UBS credit cards, UBS Premier Credit Line and mortgage accounts, including detailed transactional activity
  • Pay bills and transfer funds to and from external bank accounts; pay your UBS credit cards and UBS Premier Credit Line accounts
  • Deposit checks into your eligible UBS accounts with the mobile deposit capture feature
  • Utilize bio-authentication to quickly and securely log in to the UBS Financial Services app via Apple Touch ID®/Face ID® or fingerprint authentication for Android devices
  • Connect directly with your Financial Advisor in just a few taps from your device

Get started today—download the free UBS Financial Services app for iPhone or Android

If you are a current client of UBS and are registered for UBS Online Services, first download the UBS Financial Services app.

Once you’ve installed the updated UBS Financial Services app, just follow these three simple steps:

  1. Use your UBS Online Services (OLS) User Name and Password to log in. If you are not yet enrolled in OLS, you can enroll here.
  2. When prompted, request and enter a temporary PIN, following the same process required every time you use OLS for the first time from a new device.
  3. Once you receive the PIN, enter it in the app.

For more information, talk to your Financial Advisor.

Get the UBS Financial Services app now:

The Resource Management Account (RMA) is a brokerage account 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). Explanatory brochure available upon request or at sipc.org. The RMA account provides access to banking services and products through arrangements with affiliated banks and other third-party banks.

UBS credit cards are issued by UBS Bank USA with permission from Visa U.S.A. Inc.

Borrowing using securities as collateral involves special risks, is not suitable for everyone and may not be appropriate for your needs. All loans are subject to credit approval, margin requirements, and margin call and other risks; credit lines may be subject to breakage fees. For a full discussion of the risks associated with borrowing using securities as collateral, review the Loan Disclosure Statement included in your application package/account opening package. UBS Financial Services Inc.(UBS-FS) and its Financial Advisors have a financial incentive to recommend the use of securities backed loans, rather than the sale of securities to meet cash needs because we receive compensation related to the loan as well as the investments used to secure the loan. We benefit if you draw down on your loan to meet liquidity needs rather than sell securities or other investments, and have a financial incentive to recommend products or manage an account in order to maximize the amount of the loan. UBS-FS and its Financial Advisors and employees offer banking and lending products to clients through our affiliates and third-party banks in our capacity as a broker-dealer and not as an investment adviser.  

UBS Bank USA, UBS-FS, their employees and affiliates do not provide legal or tax advice. You should contact your personal tax and/or legal advisors regarding their particular situations, including the legal and tax implications of borrowing using securities as collateral for a loan.   

All mortgage products are offered by UBS Bank USA—Member FDIC (NMLS No. 947868). All loans are subject to underwriting, credit and property approval. Not all products are available in all states, or for all loan amounts. Other restrictions and limitations may apply. Residential mortgage loans are available within the 50 states of the United States of America and the District of Columbia.

Apple, iPhone, Touch ID and Face ID are registered trademarks of Apple Inc. registered in the US and other countries. App Store is a service mark of Apple Inc.  

Android and Google Play are trademarks of Google LLC. VISA is a registered trademark of Visa International Service Association and used under license. 

VISA is a registered trademark of Visa International Service Association and used under license. 

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services, which are separate and distinct, differ in material ways and governed by different laws and separate contracts. For more information visit our website at ubs.com/workingwithus(PDF, 152 KB).

© UBS 2020. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

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