Secure Current Yield. Architecturalize Future Wealth.
From October 5th to November 16th, lock in institutional-grade yields up to 5.98% APY on new external capital, engineered for absolute certainty.
Apply TodayIn an era of unprecedented monetary shifts, preserving purchasing power requires decisive action. This offering represents a strategic allocation opportunity, granting qualified investors exclusive access to institutional-grade yields issued by a premier, third-party FDIC-insured banking partner, effectively shielding new capital from impending rate cycles.
Navigating the Rate Transition
In a climate of elevated market volatility and impending central bank rate reductions, the window to capture peak, guaranteed yields is contracting. By allocating external capital to this fixed-term strategy today, you insulate your wealth from market compression and fluctuating interest environments.
This guarantees a predictable, compounding foundation while positioning your broader portfolio to navigate global economic transitions.
Rate Lock Certainty
Securing your yield today ensures your capital compounds at peak levels, entirely independent of subsequent central bank decisions.
Asymmetry of Protection
While broader equity and fixed-income markets reprice due to volatility, your principal remains completely insulated from capital drawdown.
Key Benefits
Strategic Liquidity
Secure your capital for a defined horizon, ensuring funds are positioned perfectly for future wealth integration.
Capital Preservation
Insulate your principal from equity volatility, guaranteeing a predictable, risk-free compounding trajectory.
Peak Yield Capture
Lock in institutional-grade returns today, establishing a high-yield foundation independent of rate reductions.
Fortified Security
Anchor your portfolio with 100% FDIC insurance protection, backed by the full faith and credit of the U.S. government.
Important Eligibility Notice
This exclusive promotional offering is reserved strictly for new clients establishing a relationship with UBS Financial Services Inc. by deploying new, external capital.
Existing UBS Clients: Please visit our dedicated wealth management portal to view your current exclusive offers: View Existing Client Offers →
Exclusive Promotional Yields (Oct 5 – Nov 16)
3-Month CD
Min. Deposit: $50,000
6-Month CD
Min. Deposit: $100,000
9-Month CD Highest Yield
Min. Deposit: $150,000
Project Your Returns
Enter your capital allocation to see your estimated maturity value.
*Estimated values are for illustrative purposes only. Interest paid monthly. Subject to FDIC limits.
The Yield Advantage: 9-Month Projection on $50,000
Comparing institutional-grade fixed income against standard retail cash drag.
How to Get Started
Initiate Application
Complete the secure digital onboarding application for new clients.
Secure Document Upload
Provide valid government-issued identification and external funding details via our encrypted portal.
KYC & Eligibility Review
Our compliance team conducts a standard Know Your Customer (KYC) verification to confirm eligibility for this exclusive tranche.
Account Activation & Funding
Upon approval, your account is formally processed, allowing you to securely allocate your external capital and lock in your yield.
The Capital Horizon Timeline
Allocation
Deploy a minimum of $50,000 in external funds to secure your guaranteed tranche yield.
Preservation
Your principal compounds securely with 100% FDIC insurance protection via our premier banking partner.
Strategic Review
Sixty days prior to maturity, a dedicated UBS Wealth Advisor initiates a portfolio analysis to map out your broader financial goals.
Integration
At maturity, seamlessly transition your capital and accrued yield into a tailored, multi-asset wealth architecture.
Beyond Fixed Income: The UBS Ecosystem
This fixed-term strategy marks the entry point of our relationship. True wealth preservation requires a multidimensional architecture.
Bespoke Portfolio Management
Tailored equity, fixed-income, and alternative investment strategies intentionally aligned with complex global market cycles.
Advanced Wealth Planning
Cross-border tax optimization, corporate trust structures, and estate framework planning designed to secure multi-generational legacy.
Philanthropic Advisory
Structuring foundations, donor-advised funds, and charitable vehicles for deeply impactful, tax-efficient legacy giving.
Institutional Insights
Direct, uninhibited access to the UBS Chief Investment Office (CIO) global research, macroeconomic forecasting models, and exclusive private market allocations.
Begin Your Relationship Application
This specialized high-yield tranche is available from October 5th through November 16th. Select the link below to enter our secure client onboarding portal and initiate your external capital transfer.
Open Secure Account Application →To expedite your onboarding, please have ready:
- Valid government-issued identification
- Routing criteria for your external funding bank
- Tax identification parameters (SSN / EIN)
Important Disclosures
FDIC Insurance: Certificates of Deposit are issued by a premier, third-party FDIC-insured banking partner, not UBS Financial Services Inc. Deposits are insured up to $250,000 per depositor, per insured institution, for each account ownership category.
Availability: Rates and terms are subject to change without notice. The total allocation for this Featured Rate is strictly limited, and UBS reserves the right to modify or withdraw this offering at any time.
Account Eligibility: This promotional rate is reserved exclusively for new clients establishing a qualifying account with new external funds. Standard account opening, KYC verification, and minimum deposit requirements apply.
