UBS OneSource: Online tool for participants
UBS One Source, our primary, online point of contact for plan participants, offers consolidated account information and transactions, modeling tools, company stock quotes and plan information, 24 hours a day, 7 days a week.*†

We tailor your participant site by displaying your companyís logo and customizing specific information to reflect your planís features. We also offer the ability for your employees to access UBS One Source directly from your companyís internal website, without having to complete an additional log-in process (if your company has implemented industry protocols supported by UBS Financial Services Inc.).

How to Use Your UBS One Source Login
To log in to the UBS One Souce website, please go to this web address:

http://www.ubs.com/onesource/ticker

Note: The ticker in the web address is your company's stock symbol in lowercase letters. For example: If XYZ Corporation's ticker is XYZ, the URL would be www.ubs.com/onesource/xyz.

You will be prompted to enter your Login ID and Personal Identification Number.

Features
By logging into the site, stock plan clients can obtain account access and information such as:

  • A consolidated Account Summary that shows your stock benefit plan account holdings and other assets you may hold at the Firm.
  • Transaction capabilities such as exercise of vested stock options and sales of available shares.
  • Selection of multiple order types and distribution elections.
  • Participant alerts and notifications upon login.
  • Real-time company stock quotes and major market indices.
  • Online forms, brokerage statements, grant communications and confirmations.

To reach a UBS representative, call 1-866-706-2727 (Monday - Friday, 9:00 a.m. - 5:00 p.m. ET) or e-mail us at CEFS@ubs.comwith your name, title, company and contact information.


contact a Financial Advisor for more information


* Subject to downtime for scheduled maintenance.