Digital banking
UBS E-Banking
Notifications
UBS E-Banking allows you to set up SMS and e-mail notifications for various events such as Account Balance and Account Transactions. You can set up various rules for every portfolio based on your preference. Simply follow these steps:
- Login to UBS E-Banking.
- Go to “Settings”.
- Select “Notifications and Mobile Banking App”.
4. Select “Notifications”.
5. Click on your preferred tab, e.g., “Accounts”, “Markets & Trading” or “Mailbox”.
6. If you would like to set up rules for accounts balance and transactions,, click “Accounts” then click “Set up notifications”.
7. Select “Account balance” or “Account transactions” and click “Next”
8. Enter your preferred rules and click “Save”.
9. If you would like to set up rules for trading cases and stock market orders, click “Markets & Trading” then click “Set up notifications”.
10. Select “Stock Market Orders” or “Trading Cases” and click “Next”.
11. Enter your preferred rules and click “Save”.
12. If you would like to make changes to the notification regarding UBS Mailbox, click “Mailbox”, check the box, then select the preferred email address and phone number, click “Turn on” or “Turn off”, followed by “Save”.
Please contact your client advisor to provide a signed instruction for the update. This is one of our safety measures to ensure your data security.
Bank documents
Bank documents on UBS Digital Banking are the digital version of your UBS bank documents, and you can access the same documents in e-banking and mobile banking. There is no difference of the documents in the two channels.
Currently there are 6 categories of bank documents available in UBS Digital Banking: Account reporting, Statement of assets, Important information, Securities, Loans, Stock exchange / Capital market.
You will only see new statements and transaction advice generated in e-banking or mobile banking after you have logged in and accepted the bank documents electronic legal agreement.
The bank documents will be generated on digital banking after you have activated bank documents in e-banking or mobile banking.
No, you will stop receiving physical documents after opting in bank documents on digital banking. If you switch the delivery method from ‘Everything electronically’ back to ‘Everything on paper’ in e-banking or mobile banking, you will start to receive the physical documents again, but stop receiving documents on digital banking.
We’re here to help
UBS Digital Banking hotline
Available from Monday - Friday: 7am - 8pm; Saturday: 9am - 5pm