Unlock Your Financial Potential with the UBS Wealth Management App

In today's fast-paced financial landscape, managing your wealth efficiently is paramount. The UBS Wealth Management App is designed specifically for UBS prospects and clients engaged with U.S. registered UBS entities, providing a seamless experience to navigate your financial life.

Streamlined Account Management

With the UBS Wealth Management App, you can effortlessly manage your accounts and cash flow. The app offers a user-friendly interface that allows you to:

• View Account Balances: Keep track of your financial status in real-time.
• Transfer Funds: Move money between accounts with just a few taps.
• Access Transaction History: Review past transactions for better financial oversight.

Smart Budgeting Tools

Setting budgets and tracking your spending has never been easier. The UBS Wealth Management App includes advanced financial tools that help you:

• Create Personalized Budgets: Tailor your budget to fit your lifestyle and financial goals.
• Monitor Spending Patterns: Gain insights into your spending habits to make informed decisions.
• Receive Alerts: Get notifications when you approach your budget limits.

Manage Your Equity Awards

If you have equity awards administered by UBS, the app provides a dedicated section to manage these accounts. Once enabled for your company, you can:

• Track Award Performance: Stay updated on the value of your equity awards.
• Access Important Documents: Retrieve necessary information related to your awards.
• Contact Support: Reach out to your company's plan administration team for any inquiries.

Your Privacy Matters

The information you provide within the UBS Wealth Management App is strictly for your personal use. UBS utilizes your responses to enhance your digital experience, but rest assured, client records will not be updated unless you confirm the information with your Financial Advisor. This commitment to privacy ensures that your financial data remains secure.

Understanding UBS Services

UBS Financial Services Inc. offers a range of wealth management services, including:

• Investment Advisory Services: As an SEC-registered investment adviser, UBS provides tailored investment strategies to meet your financial objectives.
• Brokerage Services: As an SEC-registered broker-dealer, UBS facilitates the buying and selling of securities on your behalf.

It is crucial to understand that investment advisory and brokerage services are distinct and governed by different regulations. Clients are encouraged to read the agreements and disclosures provided to them to fully comprehend the services offered.

Client Relationship Summary

For more detailed information about UBS services, clients can review the client relationship summary available at ubs.com. Alternatively, you can request a copy from your UBS Financial Advisor.

Regional Disclosures

Australia

The UBS Wealth Management App is exclusively available for existing clients of UBS Financial Services Inc. residing in Australia. It is not intended as a solicitation for individuals in Australia who do not hold UBS accounts.

China

For clients in China, please note that the app is hosted outside your jurisdiction by UBS Financial Services Inc. As UBS is not a licensed financial services institution in your area, the app's content may not have received approval from local financial or regulatory authorities.

Conclusion

The UBS Wealth Management App is your gateway to effective financial management. With its intuitive design and powerful tools, you can take control of your financial future. Whether you're managing accounts, setting budgets, or overseeing equity awards, UBS is committed to providing you with a personalized and secure experience. Download the app today and start navigating your financial life with confidence.

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