Modify the names of accounts, cards and portfolios
So-called aliases are used in UBS Digital Banking. These are short tags for accounts, cards and portfolios. You can set (and change) these aliases yourself.
Tip: Aliases are particularly useful if, for instance, you have several private accounts and would like to tell them apart at a glance when looking at your home screen or when making a payment.
How to change the alias of your accounts, cards and portfolios
How to change the alias of your accounts, cards and portfolios
On your computer
1. Log in to E-Banking. You can change the alias directly on the homepage.
Your favorites are shown on your homepage
2. In the favorites widget, choose “Edit”.
Tip: You can edit the alias of all elements, regardless of whether they are selected as a favorite or not.
3. Then, choose the “Edit” symbol next to the alias that you would like to change.
Tip:The “Edit” symbol looks like a pencil.
All your assets are grouped by type on your homepage.
2. Choose “Edit” in the widget for accounts, cards and portfolios, depending on which alias you would like to modify.
3. Then, choose the “Edit” symbol next to the alias that you would like to change.
Tip: The “Edit” symbol looks like a pencil.
4. In order to save the new alias, press the Enter key or choose the tick next to the input field.
5. As soon as you have made all your changes, close the window with “Save”.
6. Modified aliases will be updated everywhere in UBS E-Banking as well as in the UBS Mobile Banking App. However, they will not be shown in printed documents or PDF files.
On your smartphone
1. Log in to the UBS Mobile Banking App.
Changing the alias of an account
2. Choose “Accounts” in the navigation bar at the bottom of the screen.
3. Open the three dots in the top-right corner, then choose “Edit accounts”.
Changing the alias of a card
2. Choose “Cards” in the navigation bar at the bottom of the screen.
3. Open the three black dots in the right corner next to the card set (not the three red points at the very top), then choose "Edit cards".
4. Then, choose the “Edit” symbol next to the alias that you would like to change.
Tip: The “Edit” symbol looks like a pencil.
5. Save the new alias.
6. Modified aliases will be updated everywhere in the UBS Mobile Banking App as well as in UBS E-Banking. However, they will not be shown in printed documents or PDF files.
