Deposit funds to earn bonus interest rates. Manage investments with cash management tools and IRA matching. Trade stocks, ETFs, and options with zero commissions. Access market insights and predictive tools for decisions.
Financial analysis tool allows users to track insider trades, access news and monitoring tools, view price charts with indicators, review financial statements and valuation metrics, check analyst ratings, use screeners for stocks, ETFs, and bonds,
In and through automated portfolios and expert guidance. Set financial goals, schedule regular contributions, and track progress. Adjust risk tolerance and access real-time performance reports.
Monitor market activity with real-time quotes, charts, and market scanners. Place standard orders and complex option spreads. View delayed quotes without registration or account setup.
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 investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
View portfolios in real time with up-to-date holdings and performance data. Access simplified reports and sync held-away accounts. Receive notifications from your advisor. Track recent trades and transactions from anywhere.
Track investments and manage portfolios by linking brokerage accounts or manually inputting trades. View performance of each holding over any time period. Stay informed on trends and overall portfolio activity.
Track stocks, ETFs, and dividends with real-time data. Follow investor portfolios and compare performance. Learn investment strategies through educational content. Set alerts for price changes and market news. Share insights with the community.
Track prices and receive real-time alerts. Analyze company fundamentals with visual charts. Set investment goals and monitor portfolio performance. Get news and insights on market trends. Manage holdings and adjust strategies over time.
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.