# UBS Wealth Management — user reviews

> 286 indexed App Store user reviews of UBS Wealth Management by UBS AG, rated 4.80/5 from 64,086 ratings.

- Source: https://appshunter.io/ios/app/ubs-wealth-management/id952739938/reviews
- App overview in markdown: https://appshunter.io/ios/app/ubs-wealth-management/id952739938.md
- Rating breakdown: 5★ 55,359 · 4★ 5,423 · 3★ 1,388 · 2★ 581 · 1★ 1,335

## 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

## Newest reviews (12 of 286)

### 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.

### 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.

### 2/5 — Get with it

*2026-08-03, version 68.0.2.0*

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.

### 3/5 — Individual&Family  Wealth Mansgdmfnt

*2026-08-02, version 68.0.2.0*

They don’t correspond w any regularity and haven’t provided particularly investment advice

### 3/5 — Checking

*2026-08-01, version 68.0.2.0*

Hard to find checking account number related to RMA account

### 3/5 — Banking App difficult to use

*2026-07-29, version 68.0.2.0*

The investment part of the app is very good but the banking information is disjointed. You have to go to  two or three different places to find the bank balance and account activity. You can’t see the bank balance after each transaction as in normal bank apps.

### 4/5 — Minor Inconvenience

*2026-07-28, version 68.0.2.0*

App times out when even a momentary switch from the view occurs. It’s a minor inconvenience when updating spreadsheets with data from my account.

### 4/5 — Missing info

*2026-07-28, version 68.0.2.0*

It should show % of gain or loss for IRA and Roth IRA and comparisons to increases in the indices.

### 3/5 — I can’t transact in the app

*2026-07-25, version 68.0.2.0*

Please can you allow users the ability to trade and withdraw funds from within the app. The message says this is only available in the web.

### 3/5 — On line screen

*2026-07-10, version 67.0.1.0*

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

### 2/5 — Inadequate app

*2026-06-15, version 66.0.3.0*

This app is so outdated… should be able to have mor access and information to accounts

## Most critical reviews (10 lowest-rated)

### 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.

### 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.

### 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!

### 1/5 — The worst financial app I have even used

*2026-08-04, version 68.0.2.0*

The worst financial app I have even used

### 1/5 — Worst wealth management app in America

*2026-08-03, version 68.0.2.0*

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

### 1/5 — Antiquated App

*2026-07-31, version 68.0.2.0*

I think this is a classic example of an old institution that hasn’t invested much in the platform over the years.  There’s something very bizarre where it keeps on crashing on iPad (despite app being deleted and downloaded).  But the layout so poorly designed.  There’s so much wasted space and there’s not the same functionality on app as there is on website which is frustrating.  There are random options to show two or three lines for a security which ostensibly gives more detail but just…why.  And I’ve found it difficult to simply get a view of how many shares and what the basis is…again if you login through a browser i think you have more functionality but strange it’s so limiting on app - or at least what I’ve experienced is the default settings are so basic compared to even another bank platform.  Please look at other apps or reach out but maybe zoom out and try to take a fresh look at what you think is most important to your users.  Thanks.

### 1/5 — Used to be able to sign on without using my phone every time

*2026-06-30, version 67.0.1.0*

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.

### 1/5 — Worst app ever

*2026-06-12, version 66.0.3.0*

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

## Most praised reviews (10 highest-rated)

### 5/5 — Rob Morin

*2026-08-25, version 69.0.1*

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

### 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 !!!!!

### 5/5 — Great detail for following individual stocks

*2026-07-30, version 68.0.2.0*

I am heavily invested and diversified so seeing detailed information on each investment is appreciated!

### 5/5 — Thank you

*2026-07-14, version 67.0.1.0*

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

### 5/5 — Excellent application

*2026-07-06, version 67.0.1.0*

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.

### 5/5 — Great service to investors

*2026-07-03, version 67.0.1.0*

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)

### 5/5 — Awesome

*2026-07-01, version 67.0.1.0*

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

### 5/5 — Mobile Check Deposit

*2026-06-22, version 66.0.3.0*

Super fast and easy to do

### 5/5 — Easy to read

*2026-06-09, version 66.0.3.0*

Love how all information is available and easy to use.

### 5/5 — UBS

*2026-06-08, version 66.0.3.0*

Very happy

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*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 2026-09-01.*
