How to get startedSimple steps to getting started with My Total Picture

With My Total Picture, a feature of UBS Online Services, you’ll be able to view whatever accounts you enroll—both inside and outside UBS—in one convenient place. Below are a few simple steps that can help you get started.

Getting started

The first time you visit, an informational page will display.

Click the “Enroll Now” button and review the Terms & Conditions before enrolling.

Visit ubs.com/accountaggregation for more information.

plan access save borrow grow protect giveAdvice. Beyond investing.

Login to ubs.com/onlineservices and find the tab called “My Total Picture.”

View all results before making a selection since some outside institutions have several different sites for different account types. If there are multiple results, the site names will help you locate the correct institution.

Results will be displayed based on the search

After accepting the Terms & Conditions, you will be prompted to search for your financial institution’s name on the “Add Account” screen.

Select accounts to add. You can also remove any accounts that you might not want to add.

Enter your credentials. Be sure to check the URL and confirm it’s the URL used to login to your outside financial institution.

My Interests

DJIA

$2,095.37$0.47 (0.02%)

Go to Markets

18.27

8.91

$ %$ %

View/Edit Watch List

NASDAQ Composite

$5874.15-$0.47 (-0.02%)

18.27

8.91

S&P 500

$3,067.81$0.47 (0.02%)

18.27

8.91

Russell 2000

$1,808.34-$0.47 (-0.02%)

18.27

8.91

10 Year Treasury

$2,156.81$0.47 (0.02%)

18.27

8.91

5d

5d

5d

5d

5d

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Disclosures

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My UBS Accounts include all UBS accounts you are currently entitled to access on UBS View, including accounts that you may not be one of the owners of.

If your account value includes assets that are not held by UBS (529 Plans, Annuities, Return of Principal), information about these assets, including their value, was provided by an external source for which UBS is not responsible. These assets are not covered by SIPC. With the exception of Futures and Foreign Exchange accounts, this same account population is represented in the asset allocation chart covering all positions currently held. The chart does not re�ect restricted securities or any debits including margin or loan balances. Refer to the Balances page for additional account information or click here for additional Asset Allocation details.

© Copyright 2016 UBS Financial Services Inc. Members SIPC.

Need Assistance? Call 888-279-3343 or email onlineservices@ubs.comOutside the U.S. call collect at 201-352-5257

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Advisory & Brokerage Services

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Contact Info

Wealth Management

Home My Wealth Markets Research InsightsMy UBS Accounts

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Last login: 9/22/16 at 3:15pm ET

Updated 10/4/16 10:20am ET

Customize My Interests

Assets and Liabilities Summary Go to My Total Picture

Assets

0 2M 4M 6M 8M

UBS Accounts Non UBS Accounts

Liabilities

0 2M 4M 6M 8M

Investment Accounts

Retirement Accounts

Education Accounts

$2,041,115.26

$1,440,036.01

$226,808.07

Investment Assets $3,708,116.69

$1,200,000.00

$300,000.00

Assets

Liabilities

$5,208,116.68

$599,700.00

Net Balance $4,608,416.68

Real Estate Accounts

Other Assets

$595,000.00

$4,700.00

Loan & Mortgage

Credit Card

$468,001.43

$1,968,001.43

$3,500.00

$3,500.00

$2,041,115.26

$972,034.58

$226,808.07

$3,240,115.25

$1,200,000.00

$300,000.00

$3,240,115.25

$596,200.00

$595,000.00

$1,200.00

Header UBS Non UBS Balance

$468,001.43

Summit WealthManagement

UBS

KO

HD

PEP

MSFT

MCD

XOM

FB

LOW

CVS

$0.11

$0.54

$0.05

$1.27

$0.45

$0.94

$0.6

$1.06

$0.25

$0.34

$14.57

$42.82

$127.76

$105.32

$56.66

$115.52

$25.99

$128.16

$72.02

$91.86

My Plan

Once enrolled, navigate the site more easily with this tab.

Quickly view your total assets and liabilities for both your UBS and non-UBS accounts.

See detailed holding and transaction information for each of your accounts, Including price, quantity and value

Click here to add outside accounts on My Total Picture.

Note: Once you have entered your accounts and begin using My Total Picture, it is possible you may receive an alert that there is a data refresh error on an account. To avoid potential errors in refreshing information on your accounts, whenever you change login information for an outside account, always update that information in My Total Picture.

See detailed holding and transaction information for each of your accounts, including price, quantity and value.

See “Activity” for any account tied to My Total Picture.

The My Total Picture service enables UBS to retrieve information about your non-UBS accounts (“Outside Accounts”) at your direction from the other financial institutions’ websites. The service is provided for your convenience and information only. Unless we agree in writing otherwise, UBS does not provide advice or recommendations with respect to your Outside Accounts and is not responsible for activity or transactions you conduct in your Outside Accounts. UBS does not verify the holdings, valuations or other information we receive about your Outside Accounts. UBS Financial Services Inc.’s SIPC coverage and supplemental SIPC insurance only apply to eligible assets held by UBS Financial Services Inc.

© UBS 2017. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA. Member SIPC.

UBS Financial Services Inc.ubs.com/fs161221-6959

Helpful tips:• Before you enroll, gather key information for all your accounts, including usernames and passwords.• Add all accounts in one sitting or do a few at a time—whatever makes you most comfortable.• Some institutions will require an authentication process in order to allow the data to be pulled. This is normal. Follow the

instructions when this occurs and complete as requested during setup to ensure a smooth experience.• For a complete picture, remember to add liabilities such as credit cards and mortgages, as well as your assets and property.