Answers to the most frequently asked questions.
You will find the answers to the most frequently asked questions in connection with UBS Online Services in the following FAQ or in the user instructions. Our advisors would also be happy to help you.
Pending payment orders are listed under “Payments > Payments on record”.
All scanned payment slips that have not yet been approved can be found in the area containing current messages on the start page, and also under “Payments > Payments on record > Scanned payment slips tab”.
The function for uploading payment data can be found under “Payments > Data transfer”. Simply click on “Add file” (1), select the relevant file on the local drive, enter the requested details and click on “Upload”.
Select “Payments > Payment > Enter payments” as usual and enter the account number in the payment assistant. Select the beneficiary – if you have already made a payment to the same beneficiary – or click on “New payment”. Enter the missing information on the payment entry screen and select the “Salary payment” (1) option for “Booking”. You must then approve the payment. The “Salary payments” function is available for all payment types except “orange payment slip” and “account transfer”.
Payments awaiting approval can be found under “Payments > Payment > Payments on record > Pending orders”, and payment files awaiting approval can be found under “Payments > Data transfer > Transmitted payment files”.
To approve payments, click on the corresponding “Approve” or “Approve file” icon (1).
Payments uploaded via data transfer to new beneficiaries that you have to confirm can be found on the start page in the area containing current messages as well as under “Payments > Data transfer > Transmitted payment files”. Click on the “Additional functions” icon (1) that corresponds to the file with the status “Unconfirmed beneficiaries” (2) and select “Confirm beneficiaries”. You can then confirm individual beneficiaries as usual.
Did you know: You can be notified via SMS or e-mail when there are beneficiaries to be confirmed. The notification function can be set up in UBS e-banking in the top right-hand corner of the screen via “Settings > Mobile Services”.
No. If you have entered a payment to a new beneficiary in the UBS Mobile Banking app, you will need to confirm the beneficiary once in UBS e-banking.
No, this is not currently possible.
Use the button "Research" in the detailed view of booking in question to send a message to our research unit. For payments that have not yet been made or booked, please contact the support.
You can see a detailed view of the relevant direct debit booking using the magnifying glass icon. Select "Direct debit objection" to raise an objection to the direct debit booking.
Consult the "Payments" section of UBS e-banking or "Enter payment" in UBS Mobile Banking and enter your credit card number in the search field of the payment assistant. Click on "Next" in UBS e-banking or "Enter new payment" in UBS Mobile Banking and you will automatically be redirected to the input screen to make a payment to the credit card you have specified.
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