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Documentation Index

Fetch the complete documentation index at: https://docs.waycore.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

UBS Bank (Canada) allows you to grant access to your accounts by creating an authorized user. This is done through UBS Digital Banking, where you can add a new user with their own login credentials, choose which accounts they can access, and define what they are allowed to see and do, such as viewing balances or initiating payments. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

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Bank terminology

ConceptUBS Bank (Canada) term
Delegated userauthorized user
Adminadministrator

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Setup steps

1. Open user administration

Open user administration in e-banking via Administration > User administration and click on New authorized user.
Enter the address details and domicile of the authorized person. This must be a delivery address, because the PIN to activate the Access App is sent to this address.
FieldNotes
Address detailsRequired
DomicileRequired
Mobile numberRequired to activate the Access App
Determine which banking relationships the authorized user can access. You can enter individual banking relationships or copy them from an existing authorized user.You should also define for which current products of a banking relationship the authorization should apply, and also whether future products should also be included automatically. Click Next.
For each banking relationship you should define which services can be used by the authorized user and to what extent.
SettingRecommended
Balances✅
Transactions✅
Statements✅
Payments❌
Approvals❌
For “Payments”, you can define if the authorized user is allowed to approve these alone or collectively with another person. The above example corresponds to read-only functionality.
Click Next.
For each banking relationship, select the mobile banking offers that the authorized user is allowed to use.Click Next.
Check the details entered and the selected access authorizations.Click on Confirm.

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Important notes

The contract will now be created for the new authorized user and 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.