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  1. Your UBS Resource Management Account (RMA) can help you simplify your financial life. When you combine your investment, cash management and financing activities in one place, you can manage …

  2. What Is a Resource Management Account? - LegalClarity

    Dec 4, 2025 · A Resource Management Account (RMA) represents a comprehensive financial product offered by major US brokerage firms, designed to consolidate a client’s investment and banking …

  3. Ready to get started? This short guide will show you how. For complete details on your RMA, refer to the Retirement Medical Account chapter in the Wells Fargo & Company Retiree Benefits Book.

  4. What Is an RMA Account and How Does It Work? - LegalClarity

    Dec 10, 2025 · A Ready Market Account (RMA) represents an advanced financial product designed to merge traditional securities brokerage activities with core banking and lending functionality.

  5. The RMA is a brokerage account with UBS Financial Services Inc., a registered broker-dealer and a Member of the Securities Investor Protection Corporation (SIPC), which protects securities …

  6. Understanding RMA Investment Accounts: A Comprehensive Guide

    An RMA investment account, or Registered Managed Account, is a specific type of investment account that provides investors with the benefits of professional management along with the tax advantages …

  7. Your money, your way: Simplify your cash management - UBS

    UBS Financial Services Inc. maintains an arrangement with an unaffiliated bank to provide its clients with access to checking account services through their UBS Resource Management Account.

  8. With the UBS Resource Management Account® (RMA®), you have access to everyday cash management services such as checking, direct deposit and electronic bill payment, as well as …

  9. What Is a Ready Money Account (RMA)? - LegalClarity

    Dec 10, 2025 · A Ready Money Account (RMA) is a proprietary name used by certain large brokerage firms to describe a consolidated financial product. This account structure combines traditional …

  10. UBS - Premier Advisory Services Program

    Manage your everyday finances easily and efficiently, as you pursue your long-term wealth management goals, with your UBS Resource Management Account (RMA).