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 and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
Calculate compound interest to track savings, investments, or retirement growth. Input initial amount, monthly contributions, and annual rate. View projected balances over time. Adjust variables to explore different scenarios.
The app allows users to lock loans, view and upload required items, and access client information. Users can also price out loans, track their pipeline, and view news and guideline updates.
