UBS Financial Wellness

Complimentary and confidential calls with UBS Financial Coaches, who are available to answer your financial questions, review your personal situation and offer help and suggestions.

UBS Financial coaches are available Monday-Friday from 8:30 AM to 7:30 PM (EST). Visit ubs.com/finwellappointment to schedule a time that works best for you.

There is no limit to the amount of times you can book an appointment with a coach. You can meet with one as often as you need, at no cost to you.

Family members are always welcome to participate in calls with UBS Financial Coaches.

Access to digital resources that will help guide you through your financial journey. You can find budgeting and savings tools, helpful tips on tackling student debt, retirement planning resources, investing, home buying, and so much more.

Log into financialwellness.ubs.com/fw/efx. If you are a first time user, select Register for online access. You will need your employee ID which can be found in Workday.

Look out for communications on various webinars/trainings throughout the year.

Log in to your account at financialwellness.ubs.com/fw/efx

Call 888-346-9355 to speak with a representative.

UBS Financial Wellness

UBS Financial Coaches

Digital Resources

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