Serving UBS Financial Services in California? Precision Service. Every Time.

Professional process serving to UBS Financial Services Inc.’s registered agent in Sacramento — flat-rate, fast, and court-ready.

Make Sure You’re Serving the Right UBS Entity

UBS operates through several distinct legal entities in the United States. UBS Financial Services Inc. is the US broker-dealer and wealth management arm — this is the entity most retail clients interact with and the most commonly served. UBS AG is the Swiss parent bank and a separate foreign entity; serving UBS AG may require international service procedures under the Hague Convention. UBS Securities LLC handles institutional securities and investment banking, and UBS Bank USA is the US banking subsidiary. Most individuals with UBS brokerage or wealth management accounts need to serve UBS Financial Services Inc. Check your account agreement or contract to confirm the exact entity name.

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How It Works

Step 1 — Submit Your Documents

Complete our online intake form, upload your documents, and select your service tier. Takes less than 5 minutes.

Step 2 — We Serve CSC on Your Behalf

We personally deliver your documents to the authorized CSC representative at 2710 Gateway Oaks Drive during business hours.

Step 3 — You Receive Proof of Service

We provide a signed, court-ready Affidavit of Service — delivered to your inbox and mailed to you.

Pricing

Standard Service (10 business days): $99

Expedited Service (3 business days): $150

Rush Service (24 hours): $175

Court Filing Add-On: +$30

Frequently Asked Questions

How do I serve UBS Financial Services in California?

You serve UBS Financial Services by delivering your legal documents to their California registered agent, their registered agent, located at their Sacramento registered agent address. Sacramento Registered Process Server handles these deliveries regularly and provides a signed proof of service for every serve.

What is UBS Financial Services’s registered agent address in California?

UBS Financial Services’s registered agent in California is their registered agent, located at their Sacramento registered agent address. This is the proper address for serving lawsuits, subpoenas, and other legal documents on UBS Financial Services.

What types of cases require serving UBS Financial Services?

Common cases requiring service on UBS Financial Services include consumer disputes, contract claims, personal injury matters, employment actions, and subpoenas for records. Regardless of the case type, all legal documents for UBS Financial Services in California must be delivered to their registered agent at their Sacramento registered agent address.

Can I serve UBS Financial Services at a local office or retail location?

The most reliable way to serve UBS Financial Services is through their registered agent in Sacramento. While California law allows service at a corporate headquarters in certain circumstances, serving at a local branch, office, or retail location may not satisfy the legal requirements for service on the corporation. Using the registered agent avoids any risk of defective service.

Ready to Get Started?

Submit your documents through our intake form. We handle delivery, proof of service, and court filing.

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