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Last updated at November 13th, 2020For clients with a UBS International Resource Management Account (RMA), connect with your Financial Advisor or call UBS Client Services at 800-762-1000 (outside the U.S., call 201-352-5257) to learn about the UBS Visa debit card for clients who reside outside the U.S.
Status : OnlineWith an RMA, you can manage all of your investments AND your day-to-day banking activities in one place. With one relationship. All the investment management and banking services for managing cash, financing and investments are built right into the RMA.
Status : OnlineFeatures and Benefits of a UBS RMA When you have a UBS RMA relationship, you have all the flexibility, convenience and day-to-day resources you need to manage your finances, including: Direct deposit: Payroll, Social Security or pension can be electronically deposited directly to your account. It's safe and convenient.
Status : OnlineIn general, most clients with a Resource Management Account ® (RMA ®), Individual Retirement Account (IRA), Basic Investment Account, Business Services Account BSA ®, Coverdell Education Savings Account and certain Investment Advisory Accounts will be eligible for one of the UBS Bank Sweep Programs. Eligibility is based primarily upon the ...
Status : OnlineThe Resource Management Account (RMA) and Business Services Account BSA are brokerage accounts with UBS Financial Services Inc., a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash).
Status : OnlineStatement, UBS RMA Money Funds Prospectus, and Information About Your Relationship With Us to the same extent as if these terms and conditions were contained in this document. The Client Relationship Agreement contains a predispute arbitra-tion in paragraph U on page 23 of the Resource Management
Status : OnlineUBS Financial Services Inc. 50 W. San Fernando Street, Eighth Floor San Jose, CA 95113 800-862-4433 ext. 8424 408-282-8481 svteam@ubs.com 1 There may be a fee associated with opening a UBS Resource Management Account. For more details, please read our brochure.
Status : Online• UBS RMA Government Money Market Fund Dear Investor: At a meeting held on September 9, 2019, the Board of Trustees of UBS Series Funds approved certain changes to the eligibility requirements of the UBS RMA Government Money Market Fund (“Fund”). The purpose of this supple-
Status : OnlineUBS does not sponsor, endorse or recommend any of the third party websites, or their products and services and no representation or warranty (whether express or implied) is given or made by UBS with respect to any such third parties, or their products and services, including without limitation with respect to compatibility, quality, reliability ...
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