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UBS Wealth Management

UBS Wealth Management

by UBS AG

62K ratings
262 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • February 18, 2015
  • June 26, 2026

Features

Developer

UBS AG
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Reviews summary↘︎
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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

Summarized from real user reviews of UBS Wealth Management. Based on 62K reviews and a 4.8/5 average, it highlights the 5 positives and 5 negatives reviewers mention most about this Finance app.

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

67.0.1.0

June 26, 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

Most RecentHighest RatedLowest Rated

Thank you

You are the only credit card among the three I carry that makes it easy to speak to an always pleasant, well trained real person when I have a question…
Because of this you will remain my favorite.
Thank you.
Patrick Mouligne
frogkissfrogkiss

On line screen

Your on line font are small and not dark to see it.
Please fix the
Joe100$Joe100$

Excellent application

At a glance, I can see my assets and my various accounts at UBS. Works perfectly all the time. Additionally when the system is down for maintenance, I am given a notice in advance when it's going to happen, which is also helpful.
H. ManellH. Manell

Great service to investors

UBS’s app & website has provided me with direct access to view my investments with complete ease. A very useful app to keep track of finances. Hats off! (assuming you have a hat)
Vout-o-roonieVout-o-roonie

Awesome

We love UBS. Everyone is so helpful and the app is great.
JDLengJDLeng
See 257 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.