UBS-SFA Online - User Guide · UBS Swiss Financial Advisers 2. 3. 1. 4. My Wealth 1. 3. AccountDashboard Provides a high level overview by specific portfolio, including Analyze value,

UBS-SFA Online

UBS Swiss Financial Advisers

User guide


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


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.

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.Contact us

UBSSwissFinancialAdvisersAGLoewenstrasse498001 ZurichSwitzerland

Tel.+41-44-2173100(Switzerland)Tel.+1-855-8534288(USA,tollfree)

[email protected]/ubs-sfa