How to get startedSimple steps to getting started with My Total Picture
With My Total Picture, a feature of UBS Online Services, you’ll be able to view whatever accounts you enroll—both inside and outside UBS—in one convenient place. Below are a few simple steps that can help you get started.
Getting started
The first time you visit, an informational page will display.
Click the “Enroll Now” button and review the Terms & Conditions before enrolling.
Visit ubs.com/accountaggregation for more information.
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Login to ubs.com/onlineservices and find the tab called “My Total Picture.”
View all results before making a selection since some outside institutions have several different sites for different account types. If there are multiple results, the site names will help you locate the correct institution.
Results will be displayed based on the search
After accepting the Terms & Conditions, you will be prompted to search for your financial institution’s name on the “Add Account” screen.
Select accounts to add. You can also remove any accounts that you might not want to add.
Enter your credentials. Be sure to check the URL and confirm it’s the URL used to login to your outside financial institution.
My Interests
DJIA
$2,095.37$0.47 (0.02%)
Go to Markets
18.27
8.91
$ %$ %
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NASDAQ Composite
$5874.15-$0.47 (-0.02%)
18.27
8.91
S&P 500
$3,067.81$0.47 (0.02%)
18.27
8.91
Russell 2000
$1,808.34-$0.47 (-0.02%)
18.27
8.91
10 Year Treasury
$2,156.81$0.47 (0.02%)
18.27
8.91
5d
5d
5d
5d
5d
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My UBS Accounts include all UBS accounts you are currently entitled to access on UBS View, including accounts that you may not be one of the owners of.
If your account value includes assets that are not held by UBS (529 Plans, Annuities, Return of Principal), information about these assets, including their value, was provided by an external source for which UBS is not responsible. These assets are not covered by SIPC. With the exception of Futures and Foreign Exchange accounts, this same account population is represented in the asset allocation chart covering all positions currently held. The chart does not re�ect restricted securities or any debits including margin or loan balances. Refer to the Balances page for additional account information or click here for additional Asset Allocation details.
© Copyright 2016 UBS Financial Services Inc. Members SIPC.
Need Assistance? Call 888-279-3343 or email [email protected] the U.S. call collect at 201-352-5257
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Wealth Management
Home My Wealth Markets Research InsightsMy UBS Accounts
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Last login: 9/22/16 at 3:15pm ET
Updated 10/4/16 10:20am ET
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Assets and Liabilities Summary Go to My Total Picture
Assets
0 2M 4M 6M 8M
UBS Accounts Non UBS Accounts
Liabilities
0 2M 4M 6M 8M
Investment Accounts
Retirement Accounts
Education Accounts
$2,041,115.26
$1,440,036.01
$226,808.07
Investment Assets $3,708,116.69
$1,200,000.00
$300,000.00
Assets
Liabilities
$5,208,116.68
$599,700.00
Net Balance $4,608,416.68
Real Estate Accounts
Other Assets
$595,000.00
$4,700.00
Loan & Mortgage
Credit Card
$468,001.43
$1,968,001.43
$3,500.00
$3,500.00
$2,041,115.26
$972,034.58
$226,808.07
$3,240,115.25
$1,200,000.00
$300,000.00
$3,240,115.25
$596,200.00
$595,000.00
$1,200.00
Header UBS Non UBS Balance
$468,001.43
Summit WealthManagement
UBS
KO
HD
PEP
MSFT
MCD
XOM
FB
LOW
CVS
$0.11
$0.54
$0.05
$1.27
$0.45
$0.94
$0.6
$1.06
$0.25
$0.34
$14.57
$42.82
$127.76
$105.32
$56.66
$115.52
$25.99
$128.16
$72.02
$91.86
My Plan
Once enrolled, navigate the site more easily with this tab.
Quickly view your total assets and liabilities for both your UBS and non-UBS accounts.
See detailed holding and transaction information for each of your accounts, Including price, quantity and value
Click here to add outside accounts on My Total Picture.
Note: Once you have entered your accounts and begin using My Total Picture, it is possible you may receive an alert that there is a data refresh error on an account. To avoid potential errors in refreshing information on your accounts, whenever you change login information for an outside account, always update that information in My Total Picture.
See detailed holding and transaction information for each of your accounts, including price, quantity and value.
See “Activity” for any account tied to My Total Picture.
The My Total Picture service enables UBS to retrieve information about your non-UBS accounts (“Outside Accounts”) at your direction from the other financial institutions’ websites. The service is provided for your convenience and information only. Unless we agree in writing otherwise, UBS does not provide advice or recommendations with respect to your Outside Accounts and is not responsible for activity or transactions you conduct in your Outside Accounts. UBS does not verify the holdings, valuations or other information we receive about your Outside Accounts. UBS Financial Services Inc.’s SIPC coverage and supplemental SIPC insurance only apply to eligible assets held by UBS Financial Services Inc.
© UBS 2017. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA. Member SIPC.
UBS Financial Services Inc.ubs.com/fs161221-6959
Helpful tips:• Before you enroll, gather key information for all your accounts, including usernames and passwords.• Add all accounts in one sitting or do a few at a time—whatever makes you most comfortable.• Some institutions will require an authentication process in order to allow the data to be pulled. This is normal. Follow the
instructions when this occurs and complete as requested during setup to ensure a smooth experience.• For a complete picture, remember to add liabilities such as credit cards and mortgages, as well as your assets and property.