The UBS Wealth Management website made changes to the process of linking their accounts in personal finance applications. In order to link or update these accounts in Empower Personal Dashboard, you will have to enroll for aggregation services on UBS' website. Please follow the steps below to enroll, and then link your account in Empower Personal Dashboard.
Note - the following steps may vary slightly should the financial institution make changes to their process. Please reach out to UBS Wealth Management's support team if assistance with these steps is needed.
- Login to UBS bank site (https://onlineservices.ubs.
com/ ). - Provide login credentials.
- Click on the "My profile" button in the upper right.
- Click on "Services & Features" from the top menu.
- Click on "Account aggregation" on the left-hand menu.
- Click "Enroll" next to the "Yodlee/Yodlee labs" option.
- Agree to the two different waivers that will appear.
If the account still fails to link after completing these steps, please contact Empower Personal Dashboard Support.