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UBS-SFA Online
UBS Swiss Financial Advisers
User guide
UBS Swiss Financial Advisers
2.3.
1.
4.
My Wealth
1. Dashboard Providesahighleveloverviewbyspecificportfolio,including
value,performance,assetallocation&riskcurrencyallocation
2.Portfoliooverview• Portfolio list:Reviewportfoliosandsortbytype,cashvalue,
time weightedrateofreturn(“TWRR”)in%,instrument,value• Portfolio overview:Reviewyourtotalwealth,performance
Year-to-date(“YTD”),andportfoliovalues• Portfolio performance:Analyzeeachportfolioperformance
by variousperiods.IncludescumulativeTWRRandTWRRforeach year
• Portfolio analysis:Exploreriskcurrencyweightings,assetclassweightingsinyourpreferredreferencecurrency.Reviewyourasset allocationmatrix
3.Accountoverview• Account overview: Analyzeyourliquiditypositions.Select
furtherdetails• Bookings:Reviewthebookingsperaccountandfilterby
timeperiod,bookingtext,beneficiary,reasonforpayment
4. Wealth• Wealth overview:Exploreyourwealthbypositionlevelofeach
assetclassbyportfolio.Selectyourpreferredreportingcurrency• Wealth positions:Evaluateyourpositionsandanalyzeyour
positionsbycostprice,marketprofit/loss(“P/L”),currencyP/L,valueinUSD& riskcurrencies(“CCY”)
• Wealth transactions: Reviewtransactionsbyyourpreferredtime periods.Reviewbookingdetails
• Maturity analysis: Lookoveryourfixedincomepositionsby ma-turitydateandcurrencyinayearlyormonthlyviewinmatrixform
• Maturity list:Examineyourbondormoneymarketpositionsby riskCCY,quantity,timeperiodinlistform
UBS Swiss Financial Advisers
MyBank
1.
2.
4.
1.Quicklinkstomostusedsub-functionalities
2.Newsandevents AccesstoexclusiveUBSwebcasts,news,articles,publications
and events
3. Messages Compose,receivemessagesfromyourWealthManagement
Consultant• Inbox:Createmessages,appointmentorcallbackrequestsand
managemessages• Notifications: Viewandmanagenotificationswhichyoureceived• Subscriptions: Subscribe,editordeleteyoure-bankingore-mail
notifications
4.Documents• Document overview:Reviewyourportfoliostatements,deposit
andtradeadviceinthedocumentsafe• Order document:Orderad-hocportfoliooraccountstatements
deliveredstraighttoyourdocumentsafe• Document subscriptions:Orderadditionalportfoliooraccount
statementsinyourpreferredtimeframe
5.Self-Service Communicateaddresschangetothebank
Toolbar
1.Informationscope FilterthecontentofMyWealthbyportfolioorclient.The
functionalityallowstokeepclientorportfolioselectionthroughthevariousfunctionalitiesnavigation
2.Collaboration Takesyoutotheinboxofyourmessages.Compose,receive
messagesfromyourWealthManagementConsultant.Requestan appointmentoracallbackdirectly
3.Documents Redirectsyoutoyourdocumentsafe
4.Notifications Setupandreceivenotificationsforyourportfoliosbased
on your selection
5.Settings Changeyourpasswordoraddalias’toyourportfolios
oraccounts
6.Logout SafelyandsecurelyexityourE-banking
1. 2. 3. 4. 5. 6.
3.
5.
© U
BS 1
1.20
19. T
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BS. A
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.Contact us
UBSSwissFinancialAdvisersAGLoewenstrasse498001 ZurichSwitzerland
Tel.+41-44-2173100(Switzerland)Tel.+1-855-8534288(USA,tollfree)
[email protected]/ubs-sfa