Automate investments by copying selected traders in real-time. Connect existing portfolios to replicate trades. Access a trader directory to choose and follow specific accounts. Track performance and manage copied trades within the portfolio.
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.
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
Manage financial documents online and view valuations and performance. Check transaction status and update personal details like email and security info. Execute simple instructions, including ISA and Collective Investment Account top-ups.
Receive buy and sell recommendations for stocks based on the MILARS® strategy. Access insights via , email, and WhatsApp. View research from a SEBI-registered analyst. Track stock ideas and investment guidance for informed decision-making.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.