Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
The app allows users to deposit checks by taking photos, send money with Zelle®, and manage debit cards. Users can also pay bills, track spending, and create budgets to meet savings goals.
Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.
