Questions About Our Clients Online Services?

  • If you are unable to log in or are having service issues, please contact our Service Center by e-mail* or call 888-279-3343.
  • To log in to ÃÛ¶¹ÊÓƵ Online Services, go to www.ubs.com/onlineservices. Sign-up today by selecting the "Register Now" button.

Workplace Wealth Solutions (ÃÛ¶¹ÊÓƵ OneSource / Corporate Stock Plan Support)

ÃÛ¶¹ÊÓƵ One Source Login

To log in to the ÃÛ¶¹ÊÓƵ One Source website, please enter this web address: /onesource/ticker

Note: The ticker in the web address is your company's stock symbol lowercase.

For example:
XYZ Corporation's ticker is XYZ. The URL would be 

You will be prompted to enter your Login ID and Password or Personal Identification number

Please contact us at (201)-272-7573 for additional support

Client Relations

At ÃÛ¶¹ÊÓƵ, your primary contact with our Firm is your Financial Advisor or service team. If concerns arise, you may also feel confident in raising such issues to the Branch Office Manager or another member of the management team. However, should you feel the need to escalate your concerns further, you may contact our Client Relations department as follows:

Mailing Address :

ÃÛ¶¹ÊÓƵ Financial Services Inc.
Client Relations
PO Box 766
Union City, NJ 07087

Telephone:

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

*Important note: Please do not e-mail any confidential or account information or instructions (such as orders to trade securities, to transfer funds or to change account information). ÃÛ¶¹ÊÓƵ Financial Services Inc. is not liable for any acts or failures to act as a result of your e-mail.

*ÃÛ¶¹ÊÓƵ does not accept solicitations through these channels.