Stay connected to your wealth and fund your account

Getting started is easy, and it all begins with enrolling in UBS Online Services (OLS), your one-stop resource for accessing and managing your finances efficiently and conveniently.

  1. Download the UBS Financial Services Inc. app for iPhone®, iPad®, or Android
  2. Open OLS in a new tab and register by clicking on the Register for online access link
  3. Once you are logged in to the UBS Financial Services app, click on the Banking Services icon and select Deposit Checks
  4. Enable mobile deposit by clicking Enroll and accepting the terms and conditions
  5. Fund your account by depositing a check using the mobile deposit feature

Other ways to enroll and fund your account

Prefer to enroll in UBS Online Services on your desktop or laptop? Click the link below to set up your username and password — it’s fast and easy.

Enroll in UBS Online Services

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.

  • Move money quickly and easily by connecting your UBS accounts with your accounts at other financial institutions.
  • Make paying bills simple and paper-free by enrolling in online bill payment.
Enroll in bill pay
  • Connect with your UBS Financial Advisor or UBS Client Services at 800-762-1000 so you can start using an electronic signature for your documents
  • 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 switchkit 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 aer all transactions are final
Download Account Closing Formpdf, 2 MB

Important Information

This material is issued by UBS Financial Services Inc. (“UBS”). Products and services in this communication may not be available for all clients, including residents of certain jurisdictions.  Android and Google Pay are trademarks of Google LLC.

* Only individual, Roth IRA, rollover IRA and traditional IRAs are eligible.

About UBS Financial Services Inc. products and services

All references to the UBS Resource Management Account (RMA) also apply to the Business Services Account BSA and the International Resource Management Account (IRMA). The RMA, Business Services Account BSA and 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). Explanatory brochure is 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, and provides access to insurance and annuity products issued by unaffiliated third-party insurance companies through insurance agency subsidiaries of UBS Financial Services Inc. UBS Financial Services Inc. and/or its Financial Advisors may receive compensation in connection with deposit products.

Investment, insurance and annuity products: Not FDIC insured • No bank guarantee • May lose value

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

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC registered investment adviser and brokerage services in its capacity as an SEC registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/workingwithus.

© UBS 2021. The key symbol, UBS, RMA, Resource Management Account, Business Services Account BSA, IRMA, and International Resource Management Account are among the registered and unregistered trademarks of UBS. Other marks are trademarks of the respective owners. All rights reserved.

IS2100247
Expiration: 1/31/22

This information is not provided based on your particular financial situations or needs and does not take into account individual investors' circumstances.  You should not consider this information to be a  “recommendation” by UBS or your UBS Financial Advisor.