I am having trouble linking my UBS account

UBS Wealth Management website has recently made changes to the process of linking their accounts in personal finance applications. In order to link/update these accounts in Personal Capital going forward, you will have to enroll for aggregation services on UBS' website. Please follow the steps below to enroll and then add your account in Personal Capital.

1. Login to UBS bank site (https://onlineservices.ubs.com/)

2. Provide login credentials

3. Click on “Profile Settings“

4. Click “Enroll for Account Aggregation Services”

5. Click on “Enroll” for the aggregator “Yodlee

If you've already enrolled but are having difficulty linking the accounts in Personal Capital, please email support@personalcapital.com


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