UBS Wealth Management

UBS Wealth Management

by UBS AG

63K ratings
273 reviews
Free

Details

  • Released
  • Updated
  • February 18, 2015
  • July 24, 2026

Features

UBS Wealth Management screenshot #1 for iPhone
UBS Wealth Management screenshot #2 for iPhone
UBS Wealth Management screenshot #3 for iPhone
UBS Wealth Management screenshot #4 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
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What users say

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What's New in UBS Wealth Management

68.0.2.0

July 24, 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.

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User reviews

The worst financial app I have even used

The worst financial app I have even used

Worst wealth management app in America

I used the Goldman Sachs and Morgan Stanley apps and they are 4 stars compared to the minus one for this terrible app. Shame on you, you can do better than this

Get with it

This app is too clunky and does not lend itself to easy banking transactions. I can’t move money between accounts generally way behind my other banking app.

Individual&Family Wealth Mansgdmfnt

They don’t correspond w any regularity and haven’t provided particularly investment advice

Checking

Hard to find checking account number related to RMA account

Developer apps

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.