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a b How it works Access Card Display – secure access to UBS Online Services on the move Also available in French, Italian and German. March 2016. 83916E (L45367) © UBS 2016. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. ubs.com/online a b

How it works - UBS · 1. Enter your contract number on the login page and click Continue. 2. Switch on your Access Card Display using . Enter your PIN and press . 3. Enter the six-digit

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Page 1: How it works - UBS · 1. Enter your contract number on the login page and click Continue. 2. Switch on your Access Card Display using . Enter your PIN and press . 3. Enter the six-digit

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How it works Access Card Display – secure access to UBS Online Services on the move

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Page 2: How it works - UBS · 1. Enter your contract number on the login page and click Continue. 2. Switch on your Access Card Display using . Enter your PIN and press . 3. Enter the six-digit

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Access Card Display

High security

With the Access Card Display, access to your UBS Online Services, and thus also to your personal data, are provided with effective protection. Take a minute to familiarize yourself with the functions of the Access Card Display.

LoginThe Access Card Display is ideal for accessing your online services while on the go, as it can also be used without a card reader.

Confirmation of beneficiary Besides login, the Access Card Display also allows confirmation of new beneficiaries. This is an additional security feature for online payment transactions which permits you to verify that no criminally manipulated transfers are executed.

Your security benefitsOnline services clients enjoy the benefit of high security standards:• your access data is protected on your

Access Card Display and cannot be copied• your data is transmitted in encrypted form

Means of identification requiredYou will have received the following personal authorization data and equipment by mail:• contract number• Access Card Display• personal identification number (PIN);

mailed separately

Page 3: How it works - UBS · 1. Enter your contract number on the login page and click Continue. 2. Switch on your Access Card Display using . Enter your PIN and press . 3. Enter the six-digit

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Login (self-authorization)Access the desired online service via ubs.com/online and initiate the login process.

Accessing the online services

1. Enter your contract number on the login page and click Continue.

2. Switch on your Access Card Display using . Enter your PIN and press .

3. Enter the six-digit number displayed on the login screen into the Access Card Display and hit .

4. Enter the eight-digit code from the Access Card Display on the login page and click Login.

PIN change

1. Switch on your Access Card Display using .

2. Enter your initial PIN and press .

3. Enter a new four-to-eleven-digit PIN and press .

Security note: The PIN should not be easy to guess and should not contain personal data such as your telephone number or birthdate.

4. Enter your new PIN again and press .

5. The new PIN is valid immediately.

With the Access Card Display, you can change your PIN at any time. Just press then after switching the card on.

Set your own personal identification number (PIN)You must change your initial PIN when first using your Access Card Display.

Important note The Access Card Display is blocked after three incorrect PIN entries. You should therefore call Support after two incorrect entries.

Security note: The login number displayed by UBS always has six digits. If it has fewer digits, this could be a case of attempted fraud. Contact the support team as soon as possible in this case.

Page 4: How it works - UBS · 1. Enter your contract number on the login page and click Continue. 2. Switch on your Access Card Display using . Enter your PIN and press . 3. Enter the six-digit

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1. Start the Mobile Banking app.

2. Select Access Card Display or card reader.

3. Enter your contract number on the login screen and click Next.

4. Switch on the Access Card Display by pressing . Enter your PIN and press .

Accessing the Mobile Banking app

Login (self-authorization)The Access Card Display can also be used to access the Mobile Banking app.

5. Enter the six-digit number displayed on the login screen into the Access Card Display and hit .

6. Enter the eight-digit code from the Access Card Display on the login screen and click Login.

Security note: The login number displayed by UBS for the login always has six digits. If it has fewer digits, this could be a case of attempted fraud. Contact the support team as soon as possible in this case.

A1 C4 K3 Z9

Page 5: How it works - UBS · 1. Enter your contract number on the login page and click Continue. 2. Switch on your Access Card Display using . Enter your PIN and press . 3. Enter the six-digit

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1. Switch on the Access Card Display again by pressing . Enter your PIN and press .

2. Up to five characters are marked with in the e-banking verification window. Take note of these missing characters from the payment reference (in this example they are from an orange payment slip).

3. Enter the relevant characters from the payment reference into the Access Card Display and press .

4. Enter the eight-digit code displayed on the Access Card Display in the verification window in e-banking and click Submit.

Payments entered online or standing ordersIf you have to confirm a beneficiary, a verification window opens automatically in e-banking during payment entry for confirmation of this. If you entered your payments in the Mobile Banking app, confirmation may also be required in e-banking.

When making a payment, you enter a beneficiary, to whom you have not made a transfer before, the UBS security solution asks for an additional verification. This permits you to verify that no criminally manipulated transfers are executed.

You must confirm the new beneficiary once using the Access Card Display. Confirmation is not required, however, for all new beneficiaries. Beneficiaries already approved by UBS – including most telephone, electrical utility and health insurance companies, mail-order merchants, etc. – do not require additional verification.

Confirmation of beneficiary

Verification window for confirming a new beneficiary

Characters

Payment reference

Verification window (screen)

Page 6: How it works - UBS · 1. Enter your contract number on the login page and click Continue. 2. Switch on your Access Card Display using . Enter your PIN and press . 3. Enter the six-digit

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Security notesFor optimal protection, it is important to protect your own computer as well. We advise following the security recommendations posted on the Internet:ubs.com/online Security

Contract blockAfter a certain number of incorrect entries, your contract will be blocked:• during login, after six incorrect entries• during confirmation of a beneficiary, after six incorrect entriesTo have your contract unblocked contact Support.

Blocked / lost cardThe Access Card Display will be blocked after three incorrect PIN entries. Contact Support to order a new Access Card Display. This also applies for lost cards (both are subject to a charge).

Mobile Banking appThanks to the Mobile Banking app, you can take care of your banking business even when you’re on the go. Find out more about the opportunities of the Mobile Banking app on the Internet: ubs.com/mobile

SupportOur Support will be happy to assist you if you have any questions. The telephone numbers can be found in the letter you received separately or in the Help section on the login page.

Waste disposalAccess Cards Display that are no longer needed or are defective may be brought to any UBS branch or sent to the address below to ensure environmentally friendly disposal. UBS Switzerland AG, Entsorgung, PEZH FLUR4 FNFN-100P.O. Box, CH-8098 Zurich

Further information

Payments submitted via data transferIf you have to confirm one or more payees, the payment entry software displays a message to that effect upon submitting your payment instructions.

Log in to e-banking. Go through the following steps to execute orders awaiting confirmation:

1. Access the desired file under Payments Data transfer Transmitted payment files.

2. In the case of the file with the status “Unconfirmed beneficiaries” click on the

“Additional functions” icon and select Confirm beneficiaries.

3. A verification window opens up for confirming the first beneficiary.

4. Confirm the beneficiary (similar procedure as for payments entered online). Click Submit.

5. A message automatically appears stating that confirmation has been successful and displaying the next order to be confirmed.