Linking UBS Accounts

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 the "My profile" button in the upper right

4. Click on "Services & Features" from the top menu

5. Click on "Account aggregation" on the left-hand menu

6. Click "Enroll" next to the "Yodlee/Yodlee labs" option

7. Agree to the two different waivers that will appear


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