UBS Wealth Management

You will need to do the following:

  1. Login to UBS site (https://onlineservices.ubs.com/)
  2. Provide your login credentials.
  3. Click on "Profile Settings"
  4. Then Click "Enroll for Account Aggregation Services"
  5. Then click on "Enroll" for the aggregator "Yodlee"
  6. You will then need to provide the "Website Login Credentials" and "accept" the terms and conditions on that page.