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UBS Wealth Management

UBS Wealth Management

by UBS AG

66K ratings
310 reviews
💰 Finance
Free

Details

Released
February 18, 2015
Updated
October 23, 2026

Features

Developer

UBS AG
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UBS Wealth Management screenshot #1 for iPhone
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About

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

✓Account and cash management
✓Budgeting and spending tracking
✓Financial tools
✓Equity awards management
✓Personalized digital experience
Show original description

What users say about UBS Wealth Management

Reviews of UBS Wealth Management are mixed: the Finance app is rated 4.8/5 from 66K App Store ratings. What users like most: easy to use, secure access. Top complaints: buggy and not functional, limited functionality. Summarized from real user reviews.

Positive things

  • 🚀Easy to use
  • 🔒Secure access
  • 👍Convenient mobile deposit
  • 🚀Quick and efficient
  • 👍Reliable service

Negative things

  • 🐛Buggy and not functional
  • 👎Limited functionality
  • 👎Lack of transparency on fees
  • 👎Confusing layout and navigation
  • 👎Inconsistent performance
See all reviews

What's New in UBS Wealth Management

71.0.2

October 23, 2026

We are continuously making updates to improve the client experience. Turn on auto updates to ensure you always have the latest version. • Minor enhancements and bug fixes.

More

User reviews

Most RecentHighest RatedLowest Rated

there could be some improvements

website is not intuitive and is difficult to navigate. Additionally, drilling down to details on a specific security is not easy.
WWooferator

Website

I regard the websites of 2 competitors to be superior due to intuitive navigation and features such as an online RMD calculator and easy access to fee information, etc.
CChevyMariner

Difficult to navigate

Difficult to navigate. Seems to be no rhyme or reason for how to display certain results. Probably my least favorite app on my phone
IImNotGivingMyNameToAMachine111

Performance

Graphics of historical performance are horrible
Hhtchid

Poor website

Slow to load hard to navigate the website needs to be revamped
YMYellow Muss
See 305 more reviews

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User experience

🐞

Reported Bugs

4 issues

Balances not loading

Bug

Account information not syncing

Bug

Mobile deposit issues

Bug

Frequent server downtime

Bug
✨

Requested Features

5 requests

Landscape/portrait mode option

Feature

Detailed portfolio performance tracking

Feature

Improved mobile check deposit

Feature

Longer session timeouts

Feature

Dark mode support

Feature

FAQ

What does the UBS Wealth Management app do?

The app helps existing UBS clients manage their financial lives. It allows you to navigate your accounts, track spending with financial tools, set budgets, and manage your UBS-administered equity awards. The goal is to provide a convenient and personalized digital experience for your finances.

Who is the UBS Wealth Management app intended for?

This app is specifically intended for and only usable by existing clients of UBS Financial Services Inc. It is designed for individuals who are or may do business with U.S. registered UBS entities. Prospects and individuals not currently clients of UBS Financial Services Inc. cannot use the app.

Is the UBS Wealth Management app free to use?

Based on the provided information, the app is available for free. There is no mention of subscription fees, in-app purchases, or advertisements within the app's description.

What are the key features of the UBS Wealth Management app?

Key features include managing your accounts and cash, setting budgets, tracking your spending with integrated financial tools, and managing your UBS-administered equity awards account. It also focuses on providing a personalized digital experience.

Can I use this app if I am not a UBS client?

No, the app is exclusively for existing clients of UBS Financial Services Inc. The description clearly states that it is intended for and only able to be used by current clients. Downloading the app in non-US app stores does not constitute an offer or recommendation for UBS products or services to non-clients.