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Self-directed Window Accounts Learn more:

Log into your UBS 401(k) Plan or
Puerto Rico Savings Plus Plan to enroll in a
Self-directed Window Account

UBS Available Fund Families

UBS Available Funds with NTF and PIP filter (Excel file)

UBS Fee Schedule

UBS Access Guide
 
 
We welcome you to log-in to the site and experience the following features:
Research—Learn about thousands of different investments on the Alight Financial Solutions website using analysis from many respected research sources including Morningstar, S&P and Thomson.
Online Confirmations and Statements—Account holders can view, download, and print historical trade confirmations and account statements.
  
BrokerCheck—Find information about Alight Financial Solutions and its representatives at http://brokercheck.finra.org/
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This site contains Alight Financial Solutions planning and research tools that are intended for internal use only and are not approved for client use.

Under no circumstances may a quote be presented to a UBS client. Data contained herein is not created by UBS AG, UBS Financial Services, or any of their affiliates, and is made available to you as a 401(k) plan participant for the sole purpose of evaluating your 401(k) options.
 
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PLEASE READ THE IMPORTANT DISCLOSURES BELOW
Alight Financial Solutions LLC, member FINRA, SIPC, is a broker/dealer that primarily provides services to retirement plans. It is a subsidiary of Alight Solutions LLC, a global human resources outsourcing and consulting firm, founded in 1940 and headquartered in Lincolnshire, Illinois.
Securities are offered by Alight Financial Solutions, Member FINRA, SIPC .
Customer Relationship Summary  Statement of Financial Condition  Privacy Statement  Legal Disclosures 
Prospectus  Prospectus Supplement  Contact Us  2A-7 Disclosures

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 Securities are offered by Alight Financial Solutions LLC - Member FINRA, SIPC.
Copyright © 2019 Alight Financial Solutions. All Rights Reserved.

This information is provided by your financial organization through Pershing LLC, member FINRA/NYSE/SIPC,
a subsidiary of The Bank of New York Mellon Corporation .

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