UBS Bank USA

How to create and configure an authorized user in E-Banking.

Overview

UBS Bank USA allows you to grant access to your accounts by creating an authorized user. This process is managed within E-Banking, where you can assign specific banking relationships, configure access authorizations, and manage mobile banking permissions.

Bank terminology

Concept	UBS Bank USA term
Delegated user	authorized user
Admin	administrator

Setup steps

1. Open user administration

Open user administration in e-banking via Administration > User administration and click on New authorized user.

2. Enter delivery address

Enter the required details as prompted by the interface.

3. Select banking relationship

Determine which banking relationships the authorized user can access. You can enter individual banking relationships or copy them from an existing authorized user.

4. Assign access authorization

For each banking relationship, define which services can be used by the authorized user and to what extent.

Setting	Recommended
Balances	✅
Transactions	✅
Statements	✅
Payments	❌
Approvals	❌

5. Provide authorization for mobile banking

For each banking relationship, select the mobile banking offers that the authorized user is allowed to use.

6. Check details

Check the details entered and the selected access authorizations. Click on Confirm.

Important notes

If no account access is assigned, the user will see no data.

The contract created for the new authorized user must be approved by a second administrator (under “Documents and approval”).

A letter with the PIN for activating the Access App is automatically sent to the authorized user, granting them access to UBS Digital Banking.

Use one user per account if separate connections are required.