Needs improvement
Site seems to crash when compiling my diversified holdings
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
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Diane Dufresne
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Diane Dufresne
Very good app
I love having this user friendly app at the tip of my fingertips
Personal service
I really appreciate being able to connect by phone whenever needed. Especially thanks to ken Powers and Agatha for their assistance.
Needs work
Not a very intuitive app at all. Wonky and clunky…. See E*trade app for example of what to do
Review
Really lagging behind many other brokerages. No customizable real time reports for your portfolio. Seems stodgy and old. Definitely not keeping up with new technologies.
Day 4 no balance or activity update
I have received absolutely no updated information on the app in over 4 days yet I have received confirmation of auto draft payments out of my UBS checking via the other financial institutions I use all of which have amazing apps. UBS is by far the worst! I only use it because I have to. I cannot move forward in my banking decisions in over 4 days because of non-updated information it’s is absolutely ludicrous considering the deep pocket nature of this investment bank. Shame on you indeed as another review stated. Please get a good team to update this app & make a good one the way it should be! Everybody else’s is better!Lliterally everybody’s! & Whatever they do with our money (?!) trying to get an accurate balance is pretty much impossible as they shift it, they sweep it, they move it, they delay it, it’s unimaginably frustrating trying to do anything with guidance from this app. I would switch if I could. Please fix!
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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.
Not Easy
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.
Die App ist unverständlich die Webseite eine disfunktionale Vollkatastrophe. Nicht zeitgemäß
Ich bekomme jedes Mal die Krise, wenn ich mit den UBS Tools arbeiten muss.
Hurst Group
The hurst group is a tremendous wealth management team
They are the Nectar of the gods !!!!!
They are the Nectar of the gods !!!!!
Basic
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.
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.
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UBS Website Review
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!
My advice is to borrow many of the features from the Schwab website!
The worst financial app I have even used
The worst financial app I have even used
Worst wealth management app in America
I used the Goldman Sachs and Morgan Stanley apps and they are 4 stars compared to the minus one for this terrible app. Shame on you, you can do better than this
Get with it
This app is too clunky and does not lend itself to easy banking transactions. I can’t move money between accounts generally way behind my other banking app.
