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Get a clearer view of your wealth

With accounts spread across many financial institutions, it can be a challenge getting a good picture of your wealth. What if there was a more convenient way to view your various accounts—both inside and outside UBS—in one place? With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.

Value that can add up

Simplify your financial life—Bring together your accounts from multiple institutions—including loans, mortgage balances, IRAs and other investments—into a single view.

Deeper insight, better collaboration—This snapshot allows you and your Financial Advisor to gain better insight into your finances and helps you make more informed decisions together.

Stay on track—When you see both your assets and liabilities in one place, you’ll be able to plan for your future more confidently.

Safe and secureUBS takes security seriously. My Total Picture is subject to the same stringent layered authentication protocols that govern access to UBS Online Services. What’s more, third-party account data is only for display and cannot be altered. So you know your data is safe and your accounts are secure.

Enroll today • Go to ubs.com/onlineservices• Register for UBS Online Services if you haven’t previously done so• From the home page, select the My Total Picture tab• Follow the on-screen instructions

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.

Frequently Asked Questions1. What is My Total Picture?My Total Picture is a feature for clients who are registered for UBS Online Services. It allows you to view information from different financial accounts in one place, wherever they’re held. You’ll have a clearer view of your wealth in one simple window.

2. What types of accounts can I view?

There are currently over 19,000 financial institutions, covering investment assets, checking accounts, credit cards, mortgages, loans and more.

3. Who can make changes?Non-UBS accounts in My Total Picture are read-only. Those accounts cannot be changed.

4. Does it cost anything to enroll?

There are no fees for UBS clients to use My Total Picture. However, you must be registered for UBS Online Services to take advantage of it. You can register by following the enrollment instructions to the left.

My Total Picture

My Interests

DJIA

$2,095.37$0.47 (0.02%)

Go to Markets

18.27

8.91

$ %$ %

View/Edit Watch List

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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Disclosures

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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 onlineservices@ubs.comOutside the U.S. call collect at 201-352-5257

Statement of Financial Condition Statement of Financial Condition-UBS FSI of Puerto Rico Important Legal Information Privacy & Security Notice for Non-U.S. Investors

Advisory & Brokerage Services

My Total PictureMy UBS AccountsMailbox (3) View Mailbox

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Contact Info

Wealth Management

Home My Wealth Markets Research InsightsMy UBS Accounts

Log OutLog OutSearch My Profile

Last login: 9/22/16 at 3:15pm ET

Updated 10/4/16 10:20am ET

Customize My Interests

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

One window, many possibilities

My Total Picture can show you balances from accounts you hold at UBS as well as other institutions, and puts them in one place for a consolidated view of your wealth.

* Investing involves risks, including the potential of losing money or the decline in value of the investment. Performance is not guaranteed.

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 2019. 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/SIPC. 2019-161075, Exp.: 06/30/2020, IS1902725

Quickly view your total assets and liabilities for both your UBS and non-UBS accounts.

Click here to add outside accounts on My Total Picture.

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