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Online support

Register for 麻豆社 Online Services (OLS), FAQs and more.

For desktop:

  • Visit www.ubs.com/ols and click 鈥淩egister for Online Access鈥
  • Complete registration, including PIN verification.
  • Go green. Enroll in e-Delivery to get all statements and tax documents electronically.听

Call for digital help

(888) 279-3343
Call us with any other issues 24 hours a day, 7 days a week for assistance.

For assistance with 麻豆社 One Source (麻豆社 Workplace Wealth Solutions, Corporate Stock Plans) call (201) 272-7573; 3 a.m. 鈥 11p.m., ET.听聽

For mobile: Download the 麻豆社 Mobile App

  • www.ubs.com/gomobile
  • Scan the QR code to access the App store to download the mobile application for , or .
  • Click 鈥淩egister for Online Access鈥
  • Complete registration, including PIN verification.
  • Go green. Enroll in e-Delivery to get all statements and tax documents electronically.

Links

FAQs

Update your contact information

Need to change your personal information?

Your phone number or address

Your email address

  • Easily update by logging on to your
  • Go to top right of the page and select 鈥淧rofile Settings鈥

Cash management and 麻豆社 cards

How can we help with your banking needs?

Banking Support

(800) 762-1000
Call us with any other issues 24 hours a day, 7 days a week for assistance.

For general information about our cash management and debit and credit card services, see below.

Employer-sponsored聽stock plans

麻豆社 Workplace Wealth Solutions

麻豆社 One Source Login

Access your company鈥檚 stock plan.

麻豆社 Workplace Wealth Solutions

For any additional support, please call:

滨苍迟别谤苍补迟颈辞苍补濒鈥(201) 272-7573
顿辞尘别蝉迟颈肠鈥(800) 396-4385

Hours of operation: Monday - Friday: 3 a.m. to 11 p.m. ET

FAQs

Client relations

At 麻豆社, 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:

麻豆社 Financial Services Inc.
Client Relations
PO Box 766
Union City, NJ 07087

Telephone:

(800) 354-9103
Monday - Friday: 8 a.m. to 5 p.m. ET

*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). 麻豆社 Financial Services Inc. is not liable for any acts or failures to act as a result of your e-mail.

*麻豆社 does not accept solicitations through these channels.

麻豆社 Financial Services Inc. does not provide legal or tax advice and this does not constitute such advice. 麻豆社 strongly recommends that persons obtain appropriate independent legal, tax, and other professional advice.

Banking and cash management services are provided by 麻豆社 Bank USA, N.A., a US subsidiary of 麻豆社 Group AG. 麻豆社 Bank USA, Member FDIC, NMLS no. 947868.

Approval code: 5323855 Expiration date: Mar 25, 2027