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UBS Homepage > Wealth Management US > Banking > Managing Your Finances > Tracking Banking Activities

Tracking Banking Activities, The power of information
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Whether you’re monitoring cash flow or assessing your overall wealth management plan, you need easy access to the right information.
 
Your UBS Resource Management Account® (RMA® ) gives you round-the-clock access to consolidated account information however you want it: by phone, online or via your monthly statement.
 
Telephone the UBS ResourceLineTM for account balances, payment inquiries and other information. Log on to Online Services (OLS) to access past statements, initiate transactions or 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 also answer other questions or help you track your banking activities in-depth.


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 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 Resource Management Account is a brokerage account. Resource Management Account and RMA are registered service marks of UBS Financial Services Inc.
Related Page

Utilizing Online Services
Learn more about managing your account online

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Managing Your Finances
Depositing Money
Paying Bills
Transferring Money
Resource Management Account

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