# UBS Wealth Management > Personal finance and investment management tool for existing UBS clients. (iPhone/iPad app by UBS AG.) - Source: https://appshunter.io/ios/app/ubs-wealth-management/id952739938 (this page in markdown: same URL + `.md`) - Developer: [UBS AG](https://appshunter.io/developer/369153318) - Category: Finance - Price: Free - Rating: 4.80/5 from 64,086 App Store ratings · 286 written reviews indexed - Age rating: 4+ - Requires: iOS 18.0 · 181 MB - Languages: American English - Released: 2021-11-11 - Data updated: 2026-08-27 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/ubs-wealth-management/id952739938/reviews.md ## What is UBS Wealth Management? Simple, powerful, personalized The App is intended for UBS prospects and clients who are or may do business with U.S. registered UBS entities. Navigate your financial life with convenience, thoughtful tools and crisp design - Manage your accounts and cash - Set budgets and track spending with financial tools - Manage your UBS-administered equity awards account* * Once enabled for your company, contact your company's plan administration team with questions. The information you include in this app is for your personal use only. UBS will use your responses to personalize your digital experience, but will not update client records unless you confirm the information with your Financial Advisor. UBS Financial Services Inc. has made UBS Wealth Management app available to, and UBS Wealth Management app is only intended for and able to be used by existing clients of UBS Financial Services Inc. The availability of UBS Wealth Management app in non-US App Stores for download does not constitute a solicitation, offer or recommendation of a UBS product or service or to enter into any transaction, nor does it establish or constitute a solicitation or offer to establish a client relationship between the person who downloads UBS Wealth Management app and UBS Financial Services Inc. or any of its affiliates. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationship summary, or ask your UBS Financial Advisor for a copy. Australia Disclosure The App is intended for or able to be used only by pre-existing UBS Financial Services Inc. clients domiciled in Australia; it is not intended as any form of solicitation to persons domiciled in Australia who do not hold UBS Financial Services Inc. accounts. China Disclosure The App is hosted outside your jurisdiction by UBS Financial Services Inc. UBS Financial Services Inc. is not a licensed financial services institution in your jurisdiction and the content of the App may not have been approved, disapproved or endorsed by any financial or regulatory authority in your jurisdiction. © UBS 2025. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA. Member SIPC. ## Key features - Account and cash management - Budgeting and spending tracking - Financial tools - Equity awards management - Personalized digital experience ## What do users think of UBS Wealth Management? Overall sentiment: neutral **Pros** - 🚀 Easy to use - 🔒 Secure access - 👍 Convenient mobile deposit - 🚀 Quick and efficient - 👍 Reliable service **Cons** - 🐛 Buggy and not functional - 👎 Limited functionality - 👎 Lack of transparency on fees - 👎 Confusing layout and navigation - 👎 Inconsistent performance **Commonly reported bugs** - Balances not loading - Account information not syncing - Mobile deposit issues - Frequent server downtime **Most requested features** - Landscape/portrait mode option - Detailed portfolio performance tracking - Improved mobile check deposit - Longer session timeouts - Dark mode support ## Recent user reviews (10 of 286) All indexed reviews: https://appshunter.io/ios/app/ubs-wealth-management/id952739938/reviews.md ### 5/5 — Rob Morin *2026-08-25, version 69.0.1* He’s a stellar and superb FA caring -even about my physical health ### 1/5 — Did we even have UX UI *2026-08-23, version 69.0.1* 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. ### 1/5 — Unstable and unintuitive. *2026-08-22, version 69.0.1* 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.. ### 1/5 — Not happy *2026-08-21, version 69.0.1* 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. ### 3/5 — Overly complex and unintuitive *2026-08-18, version 68.0.2.0* 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. ### 3/5 — Not Easy *2026-08-18, version 68.0.2.0* The online information is difficult to navigate. I tried to find an account name and could not. I had to retrieve the current paper report to get answers. ### 1/5 — Die App ist unverständlich die Webseite eine disfunktionale Vollkatastrophe. Nicht zeitgemäß *2026-08-14* Ich bekomme jedes Mal die Krise, wenn ich mit den UBS Tools arbeiten muss. ### 5/5 — Hurst Group *2026-08-13, version 68.0.2.0* The hurst group is a tremendous wealth management team They are the Nectar of the gods !!!!! ### 3/5 — Basic *2026-08-12, version 68.0.2.0* It works but could be a lot better. The initial page is extraneous. Then accounts and holdings are separate. First page should be a summary of each account with balance and total. Then click on account for its holdings, balances, cost basis, asset allocation etc What most people want to see…is really basic…this should be front and center and easy to find… Honestly the app shows me what I need to know but others (eg vanguard) are much more user friendly. ### 1/5 — UBS Website Review *2026-08-04, version 68.0.2.0* The website is adequate but very unwieldy. The state of the art for me is Schwab. It’s much more user friendly. With Schwab, I know where I am with investments right away and I trade so much more there because of it. My advice is to borrow many of the features from the Schwab website! ## Frequently asked questions about UBS Wealth Management ### 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. ## Version history (last 5 releases) ### 69.0.1 — 2026-08-21 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. ### 68.0.2.0 — 2026-07-24 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. ### 68.0.2.0 — 2026-07-24 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. ### 67.0.1.0 — 2026-06-26 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. ### 66.0.3.0 — 2026-05-22 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. ## Apps similar to UBS Wealth Management | App | Rating | Price | Category | | --- | --- | --- | --- | | [EFE](https://appshunter.io/ios/app/efe/id1130545630) | 4.6 (7,465) | Free | Finance | | [TIAA](https://appshunter.io/ios/app/tiaa/id341447597) | 4.6 (8,269) | Free | Finance | | [Transamerica Retirement App](https://appshunter.io/ios/app/transamerica-retirement-app/id509273123) | 2.9 (3,211) | Free | Finance | | [M1: Invest & Bank Smarter](https://appshunter.io/ios/app/m1-invest-and-bank-smarter/id1071915644) | 4.7 (74,325) | Free | Finance | | [Betterment Invest & Save Money](https://appshunter.io/ios/app/betterment-invest-and-save-money/id393156562) | 4.8 (64,434) | Free | Finance | | [Vanguard: Save, Invest, Retire](https://appshunter.io/ios/app/vanguard-save-invest-retire/id335186209) | 4.6 (177,202) | Free | Finance | ## More apps by UBS AG - [UBS & UBS key4](https://appshunter.io/ios/app/ubs-and-ubs-key4/id441068021) - [UBS Neo](https://appshunter.io/ios/app/ubs-neo/id594477080) - [UBS Neo FX](https://appshunter.io/ios/app/ubs-neo-fx/id893211196) - [UBS Events](https://appshunter.io/ios/app/ubs-events/id924481692) - [UBS TWINT](https://appshunter.io/ios/app/ubs-twint/id989192632) All apps by UBS AG: https://appshunter.io/developer/369153318 ## Related topics [the source pass](https://appshunter.io/ios/topics/the-source-pass) · [ubs financial services](https://appshunter.io/ios/topics/ubs-financial-services) · [usb wealth management](https://appshunter.io/ios/topics/usb-wealth-management) · [ubs onesource](https://appshunter.io/ios/topics/ubs-onesource) · [apps for ubs financial services clients](https://appshunter.io/ios/topics/apps-for-ubs-financial-services-clients) · [ubs](https://appshunter.io/ios/topics/ubs) · [bessemer trust](https://appshunter.io/ios/topics/bessemer-trust) · [busey wealth management](https://appshunter.io/ios/topics/busey-wealth-management) · [credit suisse wm apac](https://appshunter.io/ios/topics/credit-suisse-wm-apac) · [altruist financial](https://appshunter.io/ios/topics/altruist-financial) · [wilmington trust](https://appshunter.io/ios/topics/wilmington-trust) · [waverly advisors](https://appshunter.io/ios/topics/waverly-advisors) · [hbl asset management](https://appshunter.io/ios/topics/hbl-asset-management) · [ubs mobilepass](https://appshunter.io/ios/topics/ubs-mobilepass) · [ubs access](https://appshunter.io/ios/topics/ubs-access) · [ubs banking](https://appshunter.io/ios/topics/ubs-banking) · [bell bank wealth management](https://appshunter.io/ios/topics/bell-bank-wealth-management) · [assetmark](https://appshunter.io/ios/topics/assetmark) · [bny wealth](https://appshunter.io/ios/topics/bny-wealth) · [ubl funds](https://appshunter.io/ios/topics/ubl-funds) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-27.*