UBS Wealth Management

Every time I need money or advice Waddy and April have been there. I may be older than Waddy but he has the ability to be like your father when giving advice. Meaning he has a gentle and calm presence when asking a question or when he tells you something you need to hear. It is how I remember my dad giving advice. His experience and abilities in growing financial wealth are extraordinary! I am so glad my mother told me to turn everything over to Waddy. I am thankful everyday!

This is the worst financial app on the App Store and potentially the worst app period. This app is not an app a multibillion dollar company should have. Words cannot describe how poor this app performs compared to literally every other app on the App Store. I have to try 5-10 times to login every single time I want to open the app. The app for some reason cannot handle something as simple as letting the user log in to use it. I know my information is correct but it doesn’t matter because the app does not work. It’s an embarrassment that this app was even approved to be sent out to the public. It’s so unfortunate my company uses UBS for its ESPP, because I know I am forced to use this terrible app if I want to participate in it. The fees they charge are outrageous. It is not a smart financial decision to use UBS, simply for the fact that the fees are unlike anything I’ve ever seen. I don’t know why anybody would choose to use this company for literally anything unless they are forced to do so. Avoid this terrible company at any cost, you will be destroyed mentally and financially.

This is such a great innovative and refined application for iPhone. It seems that they have really been thoughtful about the design, investment, and innovation poured into this client tool. The PIN # requirement is an exhausting feature that is years behind in terms of being modern. These financial companies have a hard time accepting risk and being the first to do anything. I wish UBS would rethink this pin requirement. After all they are focused on banking services for the wealthy right? This pin creates a sloppy new client onboarding experience and is overly complicated how you have to have a separate temporary pin for each account. EFT, Bill Pay, Journals, banking features would be lights out if they could figure out how to make this easier on all banking clients. Lastly, my UBS financial advisor is in desperate need of a new secure document delivery technology. They should be able to password protect a pdf and send outside of secure messaging. Or buy a new technology to facilitate this effort.