Being able to manage your investment portfolio and day-to-day finances as part of one relationship can help simplify your financial life. It can also provide opportunities for your money to work harder as part of an overall wealth management plan.

 

At UBS, you'll find a wealth of resources to help you build and manage a portfolio that's personalized for your particular goals, risk tolerance and timeframes. You'll also discover a comprehensive range of investment options, from individual stocks, equity-linked products and corporate and municipal bonds to mutual funds, money market funds, structured products and alternative investments.

 

While you may think of us mainly for investments, there are several ways to put your cash to work at UBS—and have it still be available when you need it.

For writing checks, paying bills electronically, making deposits and transferring funds, you can benefit from a central asset management account where excess funds are automatically transferred on a daily basis to an FDIC-insured bank deposit account with competitive yields.

 

For accessing cash and making purchases around the world, you have access to a dual-card program that allows you to earn points faster using either card and redeem all those consolidated points for virtually anything you buy.

 

Above all, you have access to an experienced UBS Financial Advisor who takes the time to understand you and your overall financial picture. You can enjoy the convenience that comes from managing your long-term investments as well as your everyday finances with greater simplicity—all within one relationship.

¹ FDIC insurance subject to FDIC rules and limitations. See the UBS Deposit Account Sweep Disclosure for further information.

² Minimum $200 purchase.

American Express is a federally registered service mark of American Express. The UBS American Express Card is issued and administered by Barclays Bank Delaware.

Visa Signature is a registered service mark of Visa International. The UBS Visa Signature credit card is issued by Barclays Bank Delaware pursuant to a license from Visa U.S.A. Incorporated.

The UBS Visa Signature credit card is subject to application and credit approval by Barclays Bank Delaware.

Read more about:

Professional Portfolio Management
Traditional Investments
Nontraditional Investments
Managing Your Wealth
Managing Your Finances
Resource Management Account

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