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Self-directed Window Accounts

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

Learn more:

UBS Available Fund Families

No Transaction Fee (NTF) Funds (Excel file)

Payroll Investment Program
(PIP) Funds
(Excel file)

UBS Fee Schedule

UBS Available Funds (Excel file)

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 Hewitt Financial Services 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.

Contact Us:     Hewitt Financial Services is available at
1-888–251-2500 between 9:00 a.m. and 7 p.m.
Eastern Standard Time.
SECURE LOG ON
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This site contains Hewitt Financial Services 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 client. Data contained herein is not created by UBS Financial Services and is made available to you as a UBS employee for the sole purpose of evaluating your 401(k) options.


 

 
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PLEASE READ THE IMPORTANT DISCLOSURES BELOW
Hewitt Financial Services LLC, member FINRA, SIPC, is a broker/dealer that primarily provides services to retirement plans. It is a subsidiary of Hewitt Associates LLC, a global human resources outsourcing and consulting firm, founded in 1940 and headquartered in Lincolnshire, Illinois. Hewitt Financial Services consults on investment issues with Hewitt Associates' defined contribution clients, which represent millions of participants and is approaching $300 billion in assets.
Securities are offered by Hewitt Financial Services, Member FINRA, SIPC .


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