1. Home
  2. 💰 Finance
  3. UBS Wealth Management
UBS Wealth Management

UBS Wealth Management

by UBS AG

64K ratings
293 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • November 11, 2021
  • August 21, 2026

Features

Developer

UBS AG
✨Promote your app ✨
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
iphone
ipad
📌Ready
Reviews summary↘︎
⭐293
Reviews↘︎
📝40+ tags
Tags↘︎
🔄6+ apps
Alternatives↘︎
❓5 answered
FAQ↘︎
📦~ in 4 weeks
Updates frequency↘︎
🖼️Get Icon
Icons↘︎

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

Summarized from real user reviews of UBS Wealth Management. Based on 64K 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

69.0.1

August 21, 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

Needs improvement

Site seems to crash when compiling my diversified holdings
Pain in the tuchusPain in the tuchus

Terrible website

As a simple retail investor, this website is a nightmare. I just want to know my holdings, what the yield is for each, and estimated annual income. …all in a simple clear view. Good luck. Plus the website freezes up on my laptops (both of them). This was not the case last year
.
Diane Dufresne
Nachos. Tacos.Nachos. Tacos.

Very good app

I love having this user friendly app at the tip of my fingertips
DrbarrycDrbarryc

Personal service

I really appreciate being able to connect by phone whenever needed. Especially thanks to ken Powers and Agatha for their assistance.
Wa slpWa slp

Needs work

Not a very intuitive app at all. Wonky and clunky…. See E*trade app for example of what to do
Fleetruler101Fleetruler101
See 288 more reviews

Developer apps

UBS & UBS key4
UBS & UBS key4

Mobile Banking

💰 Finance

(2.1K)

Free
UBS Neo
UBS Neo

by UBS AG

💰 Finance

(3)

Free
UBS Neo FX
UBS Neo FX

by UBS AG

💰 Finance

(2)

Free
UBS Events
UBS Events

by UBS AG

💰 Finance
Free
UBS TWINT
UBS TWINT

Send money & mobile payment

💰 Finance

(1.7K)

Free
See 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.