Confirm beneficiary | UBS Switzerland

Q: Confirm payee with the Access App

Note: Confirmation of payees using the Access App will be introduced gradually and will only be available to you at a later time if need be. You will automatically be requested to confirm during the payment entry. 1. Tap the push notification Access App Messages. 2. Enter the PIN of the Access App. 3. Check whether the information on the payment document corresponds to the payment information shown in the Access App. 4. If the information matches, confirm the payment in the Access App. If the information does not match, reject the payment and contact Support.

Q: Set-up limit for confirmation in E-Banking

Navigate in the top right to "Settings > Security settings" and then left in the menu to "Confirmation of payees," and adjust the limit.

Q: Set-up limit for confirmation in the Mobile Banking App

Navigate to "Profile > Settings > Security > Set up monthly transfer limit" and adjust the limit under "Limit for payments without confirmation of new payees."

For your security, you must confirm new payees (beneficiaries) in E-Banking or in the Mobile Banking App once using the Access App or with an Access Card and card reader.

Good to know:

Some payees, such as health insurance companies or telecommunications companies, have already been confirmed by UBS.
If you want to do without the confirmation of payees, you can set up a monthly limit for online payments without confirmation (see below).

Important: Please note that payees to whom you have already previously made payments within the transfer limit that you defined, also have to be confirmed once. This also applies to payees of the new QR-bill – even if you have already made an online payment to the same payee earlier, because the QR-bill is a separate payment type.

Confirm payee with the Access App

Note: Confirmation of payees using the Access App will be introduced gradually and will only be available to you at a later time if need be.

You will automatically be requested to confirm during the payment entry.

1. Tap the push notification that you received on your smartphone, or open the Access App and select the prompt to confirm under Messages.

2. Enter the PIN of the Access App.

3. Check whether the information on the payment document corresponds to the payment information shown in the Access App.

4. If the information matches, confirm the payment in the Access App. If the information does not match, reject the payment and contact Support.

Confirm payee with Access Card and card reader

You will automatically be requested to confirm during the payment entry.

1. Switch on the card reader by inserting the Access Card, or switch on the Access Card Display. Enter the PIN of the Access Card.

2. At least five characters are marked in red in the control window in E-Banking or in the Mobile Banking App. Read these missing characters on the payment document (by the IBAN number and amount).

3. Enter the characters that you read on the payment document in the card reader or Access Card Display, and press OK (√).

4. Copy the eight-digit code shown on the card reader or Access Card Display to the control window in E-Banking or into the Mobile Banking App, and click Send.

Set-up limit for confirmation in E-Banking

Set-up limit for confirmation in the Mobile Banking App

Clean up the list of confirmed payees

We recommend that you regularly check the list of your confirmed payees and revoke the confirmations for those recipients who are no longer required.
You can find the list of your payees in E-Banking under “Payments > Payees and invoicing parties”. To only view your confirmed recipients, select the “Confirmed payees” filter under “Categories”.
If you want to remove a recipient from the list, click the three-dots and select “Revoke confirmation”.

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Confirm payee

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