Digital Banking

How do I apply for UBS Digital Banking?

Please contact your client advisor. He will provide you all relevant documents.

Here you’ll find three easy ways to find your contract number.

1. Log on to e-banking.
2. Navigate to “Settings > User Profile” at top right.
3. Select “Password” and enter your new password.
4. Confirm the change using your card reader or Access Card display.

How do I set up notifications in E-Banking and Mobile Banking?

Set up notifications in E-Banking or Mobile Banking so you can always keep an eye on your account transactions and payments while on the move.

Set up notifications in E-Banking

1. Log on to E-Banking.
2. Navigate to “Settings” then “Notifications and Mobile Banking App”.
3. Choose “Notifications”.
4. To add a rule, choose “Add new rule”.
5. Click on “Save” to activate notifications.

Set up notifications in Mobile Banking

1. Log on to the Mobile Banking app.
2. Go to “Profile > Settings > Push notifications” and activate the toggle.
3. Then go to “Profile > Settings > Manage notifications”.
4. Select the event and type of notification and confirm the rule.

Note: make sure to allow notifications for UBS Mobile Banking in your smartphone’s operating system.

How do I set up notifications for financial information from UBS Quotes?

You can set up notifications in UBS Quotes on the start page in the left-hand menu under "News > Notification".

Enter your e-mail address and/or your mobile phone number on the "General" tab, depending on whether you want to receive notifications by e-mail or SMS.

On the "Virtual portfolios" tab, you can choose to be informed when you reach the limits you have defined in your virtual portfolios. You can also request notifications just before bonds or derivatives mature. For each notification, you can decide whether you want to receive information by e-mail or SMS, or both. If you want to be informed when a new issue is given the status “Open for subscription”, you can adjust the relevant setting on the “New issues” tab.

How do I set up the SMS inquiry function for financial information from UBS Quotes?

You can set up the SMS inquiry function in UBS Quotes on the start page in the left-hand menu under "News > Notification”. SMS price inquiries can be activated via the "SMS" tab.

Editing and renaming favorites

1. Tap the More icon (···) in the upper right corner of the homepage.
2. Select Edit favorites. You can specify a maximum of ten favorites.
3. Tap (+) or (–) to select your favorites.
4. Drag your favorites into the desired order using (=).
5. You can use the pencil icon to change the name of the favorites if you wish.
6. Tap Save.

Customizing quick links

1. Tap the More icon (···) in the upper right corner of the homepage.
2. Select Edit quick links. You can specify a maximum of three quick links.
3. Tap (+) or (–) to select your preferred quick links.
4. Drag the quick links into the desired order using (=).
5. Tap Save.

How do I access important functions quickly?

When you move the cursor over an entry in the main navigation menu (1) or tap on it if using a tablet, the most commonly used functions in the selected area are displayed under “Direct access” (2).

A clear summary of all your messages, listed according to priority, can be found in the top part of the start page.

The red number shows how many messages there are in total – including account statements, credit and debit advices, stock exchange transaction statements or messages about open e-bills and non-executed payments for example. Clicking on the number takes you to an overview of all the messages. The individual content of each message is accessible from the overview. When you exit the start page, you still have access to the number representing your current messages in the top right-hand corner of the screen.

If the subject of the message has been taken care of, for instance by downloading a credit advice or approving an e-bill, the corresponding message disappears automatically. You can click away certain messages yourself once you have read them.

How can I export the data that is displayed, such as account transactions or credit card transactions, as a PDF or Excel file?

You will find the export functions in the corresponding list in the top right-hand corner (1).

Where can I activate and deactivate the “Client groups and context” function?

To access the "Client groups and context" function, go to "Settings > User profile" and then choose the "Client groups and context" entry in the left-hand navigation menu.