What is the UBS advice advantage digital service?

The UBS Advice Advantage digital service is powered by technology from SigFig Wealth Management. The My Total Picture service enables UBS to retrieve information about your non-UBS accounts (“Outside Accounts”) at your direction from the other financial institutions' websites. The service is provided for your convenience and information only.

How do I use UBS online services?

Log in using your UBS Online Services credentials and enable biometrics and push notifications. Complete forms that require signatures digitally, quickly and securely, thanks to our service agreement with DocuSign, the industry leader in e-signature. Sign up to have statements, confirmations and other important notices sent electronically.

Can a quote be presented to a UBS client?

Under no circumstances may a quote be presented to a UBS client. Data contained herein is not created by UBS AG, UBS Financial Services, or any of their affiliates, and is made available to you as a 401 (k) plan participant for the sole purpose of evaluating your 401 (k) options.