UBS Wealth Management User Reviews

What users say

Top reviews

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

On line screen

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

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.

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)

Awesome

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

Used to be able to sign on without using my phone every time

I used to be able to sign on to my accounts on my laptop without going through my phone every time. Now all of a sudden I can’t do that. I have to use my phone and it does not remember my laptop anymore so I have to do this every single time it’s incredibly annoying.

Mobile Check Deposit

Super fast and easy to do

Inadequate app

This app is so outdated… should be able to have mor access and information to accounts

Worst app ever

Can’t do any mobile transactions for a long time.

Remarkably Bad App

Constantly crashes and limited user access and functionality

Easy to read

Love how all information is available and easy to use.

UBS

Very happy

UBS system

The online system still needs to ,at a glance ,tell me “reinvested funds and dividend funds”
This will allow to quickly determine if I wish to change the Reinvested vs Dividend fund

Also a mild notification when funds are coming due within 7 days of the nature dates
Thanks
Tb

App very weak

This App pales in comparison to Fidelity, where Fidelity lists all relevant historical charts with Index comparisons and many different dates. Wish it offered historical data

Good program but often hard to see recent transactions.

Good program but often difficult to see recent transactions,

Richard

To have your assets and investments at the touch of a button along with the personal care Garth Allen and his team provide is worth more than anything!

UBS

We are very pleased with our advisor and have done well with his expertise and guidance.

Pretty Meh

Let’s you see your holdings but frequently unable to model or execute transactions. I use other apps that have more features and reliability

One frustration

Site is fairly user friendly but wish there was an option to track the annualized return of an investment based on time of my purchase.

20 year old UI

The UI is terrible. This app is not intuitive and is incredibly annoying to move around in. It needs a complete overhaul. Maybe get someone who isn’t 90 years old to give it a face lift from this generation.