UBS Wealth Management

UBS Wealth Management

by UBS AG

64K ratings
286 reviews
Free

Details

  • Released
  • Updated
  • November 11, 2021
  • August 21, 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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+1

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.

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User reviews

Rob Morin

He’s a stellar and superb FA caring -even about my physical health

Did we even have UX UI

Horribly optimized app. One of the most unintuitive interfaces. The entire UX and UI teams should be replaced and just completely redo the apps appearance. Also the app just hasn’t worked for multiple days now.

Unstable and unintuitive.

At least half the time I try logging into the app I get a generic, “Please try again later” error. All of my other banking apps are pretty intuitive but this one for the life of me I just can’t seem to find where to do a simple thing like transfer money..

Not happy

Every since I've been switched to the financial advisory section, I no longer have one person that I can talk to every time I call it's a different person. If I'm calling about something that I've already called about. I have to rehash the whole situation again and I am really sick and tired of having to jump through the hoops of being verified where when I had my single advisor, they knew who I was. I could call and tell them who I am and I was able to do whatever it was very easily now I'm just a number. I'm nobody to you and I'm not happy.
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Overly complex and unintuitive

Many features must first be enabled online before useable in app. A lot of information is hard to find and not easily visible (like portfolio performance). I’d rather use almost any other company’s app, but UBS at least gets the job done. So it’s not a useless app if you have an account with them.

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.