Portfolio consultation
See your portfolios, broken down by asset class or currency, with direct access to performance history and transaction lists. Export data and consult your account history.
Advisory content
A targeted functionality for our Advisory clients, enabling them to receive Advisory publications through their e-Banking.
Payments
Transfers and payments can be made on any device in just a few clicks or swipes, including Swiss domestic and international payments or inter-account transfers.
Document acknowledgment
Documents requiring acknowledgment of receipt, such as portfolio and account statements and transaction advices, can be viewed and responded to online.
Communication tools
Secure chat and messaging functionalities are available on any device, making your interactions with your relationship manager even smoother.
Access to UBP’s investment analysis and corporate news
Access all of UBP’s latest investment publications and corporate news directly on the homepage, including the latest videos.
Notification system
This feature allows you to be notified when there is something new on the platform, such as a message, a statement and/or a document that needs to be acknowledged.