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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

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 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.
 
Contact Us: Alight Financial Solutions is available at
1-888–251-2500 between 9:00 a.m. and
7 p.m. Eastern Standard Time.
 
BrokerCheck—Find information about Alight Financial Solutions and its representatives at http://brokercheck.finra.org/
Important information regarding Hewitt Financial Services, LLC:
Our name has changed from Hewitt Financial Services, LLC (HFS) to Alight Financial Solutions, LLC (AFS).
 
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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. Alight Financial Solutions consults on investment issues with Alight Solutions' defined contribution clients, which represent millions of participants and is approaching $300 billion in assets.
Securities are offered by Alight Financial Solutions, Member FINRA, SIPC .


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