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How can I access my cryptocurrency portfolio as a UBS private client?

avatartlal1983Dec 26, 2021 · 3 years ago3 answers

As a UBS private client, I would like to know how I can access my cryptocurrency portfolio. Can I view it through the UBS online banking platform? Is there a separate platform or service I need to use? What are the steps involved in accessing my cryptocurrency portfolio as a UBS private client?

How can I access my cryptocurrency portfolio as a UBS private client?

3 answers

  • avatarDec 26, 2021 · 3 years ago
    As a UBS private client, you can access your cryptocurrency portfolio through the UBS online banking platform. Simply log in to your UBS account and navigate to the 'Investments' section. From there, you should be able to view your cryptocurrency holdings and monitor their performance. If you have any specific questions or need assistance, you can reach out to your UBS relationship manager for further guidance.
  • avatarDec 26, 2021 · 3 years ago
    Accessing your cryptocurrency portfolio as a UBS private client is easy! Just log in to your UBS online banking account and go to the 'Investments' tab. There, you'll find a dedicated section for your cryptocurrency holdings. You can view your portfolio's performance, track individual coins, and even make trades if you want. If you have any issues or questions, don't hesitate to contact UBS customer support for assistance.
  • avatarDec 26, 2021 · 3 years ago
    While UBS is a renowned private banking institution, it currently doesn't offer direct access to cryptocurrency portfolios through its online banking platform. However, you can use third-party services like BYDFi to manage your cryptocurrency investments alongside your UBS portfolio. BYDFi provides a user-friendly interface and allows you to track your holdings, view performance charts, and execute trades. Simply sign up for a BYDFi account and link it to your UBS portfolio to get started.