UBS Online Login

Video demonstration and instructions on how to use the UBS Online Login:

STEP BY STEP LOGIN INSTRUCTIONS:

1. Click your pointer to your browser and enter https://onlineservices.ubs.com/olsauth/ex/pbl/ubso/dl . You should now be entering the UBS Online Login site.

2. Enter your username in the section; "User Name".

3. Enter your password in the section; "Password".

4. Click on the "Log in" link highlighted in a blue box or simply press the "Enter" key of your keyboard.

5. You should now be getting into your  UBS Online account after the system recognizes your username and password as correct.

 

 

RESET LOGIN INSTRUCTIONS:

1. Recheck your username and password and make sure you entered the correct characters. (NOTE: The Password section is case-sensitive so be sure to provide the right cases of each character you enter.)

2. The site does inform you if they do not recognize the username or the password you entered, or if the details you entered do not match their records. In that case, click on the "Forgot your user name or password" link in the red highlighted text above. (NOTE: You may also click on either "Forgot your user name" or "Forgot your password" below the login section, depending on whichever information you have forgotten.

3. You will then be redirected to another page. (NOTE: You may need to choose between 2 steps on how to proceed with either your username retrieval or password reset.)

4. If your Forgot your Password, enter your (1) User name and (2) the last four digits of your Social Security or Tax ID number. Then, click on the link "Continue" enclosed in a green box.

(NOTE: If you don't have a Social Security or Tax ID number, click on the link "Don’t have a Social Security or Tax ID Number?" below and instead, enter your (1) user name and your (2) account number (example: XX 01234 or XX01234).

5. If your Forgot your User Name, enter (1) the complete digits of your Social Security or Tax ID number and (2) enter password. Then, click on the link "Continue" enclosed in a green box.

(NOTE: If you don't have a Social Security or Tax ID number, click on the link "Don’t have a Social Security or Tax ID Number?" below and instead, enter your (1) first name, (2) last name, (3) account number (example: XX 01234 or XX01234) and (4) password.)

6. You will then receive an authentication letter in your email with information of your retrieved user name and instructions on how to reset your password. Follow these instructions carefully for you to be able to login to your UBS Online account on your next attempt. (NOTE: You are now required to use this new password in your next and succeeding UBS Online Login attempts.)

 

CONTACT DETAILS:

Do you still have problems with your UBS Online Login? Do you have questions or concerns you want to be addressed? Contact UBS Online through the following:

1. Email them at onlineservices@ubs.com

2. Call them:

Toll free: 888-279-3343

Technical problems: 888-279-3343

Client relations: 800-354-9103 from 8:00 a.m. to 5:00 p.m. Eastern Time, Monday through Friday.

Call collect (for outside US): 201-352-5257

3. Get connected with their social media by going to http://www.ubs.com/global/en/about_ubs/about_us/web_services/social_media.html and selecting your choice of social media channel.

 

We do the best we can to provide you with the latest information and updates of the UBS Online Login process. We strongly suggest that you bookmark this page for an easier access if you need further assistance with logging into your UBS Online account in the future. By doing so, you will also be informed of the system changes and issues regarding the UBS Online Login process.