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UBS Homepage > Wealth Management US > Banking > Managing Business Finances > Reconciling Banking Activities

Reconciling Banking Activities: The power of information
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When it comes to running a business, you need easy access to the right financial information.
 
Your UBS Business Services Account BSA® can help by providing you with round-the-clock access to consolidated account information however you want it: by phone, online or via your monthly statement. You have a complete view of your finances, in the format of your choice.
 
Telephone the UBS ResourceLineTM for account balances, payment inquiries and other information. Visit Online Services (OLS) to access past statements, review banking transactions and analyze your financial position.1  
 
Your monthly statement is also a valuable tracking tool; a consolidated report of your UBS wealth management relationship, including checkwriting, bill payment, electronic funds transfers, card transactions and Rewards points transactions and more. The statement also summarizes year-to-date cash flow items, such as deposits, withdrawals and checks paid.2
 
A UBS Financial Advisor can answer other questions or help you set up a Business Services Account.


contact a Financial Advisor for more information


1 Statements are available for the past 18 months.

2 UBS Financial Services Inc. does not provide tax advice. When planning future investments and tax strategies, the Year-End Summary should be considered in conjunction with other official tax documents.

UBS Financial Services Inc. is a registered broker-dealer and not a bank and does not offer bank accounts.
The Business Services Account BSA is a brokerage account. Business Services Account BSA is a registered service mark of UBS Financial Services Inc.
Related Page

Utilizing Online Services
Learn more about managing your account online

Related Links

Managing Business Finances
Conducting Day-to-Day Banking
Optimizing Excess Cash
Resource Management Account

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