Tutorial

To start using Sway, first download the App from the App Store if you're on iOS, of from the Google Play Store if you're on Android.

You will then be able to sign-up, create a workspace, and connect your bank accounts in minutes. Follow along the video tutorial below to discover how to proceed.

Once you're set-up, enjoy accessing all your accounts in a single app in real-time, while collaborating seamlessly with the people you chose, leveraging the power of Swiss Open Banking.

‍

Here's how you can best start using the Sway app:

• Access and display your bank accounts data in one single place, with a beautiful dashboard.
• Give access to this information to relevant team members.
• Review your transactions every day and add relevant information such as invoices.
• Submit payments to your bank accounts via IBAN or QR invoice.
• Export your bank statements to cloud-based accounting systems such as Xero and Quickbooks

You can have a quick glimpse at the app's key feature in the video below.

Important notice for UBS clients that have opened their account before 2023: If you have a collective signature on the account OR if your contract is linked to a personal UBS account, you will need to request the activation of Open Banking for your account. Please refer to the related FAQ linked below.

In a few easy steps you can connect your UBS accounts to Sway Finance and leverage your banking data for better cash management, thanks to Open Banking.

Here's a 2-minute video that shows you how to proceed.

Please note: This applies only to UBS clients that have an account created before 2023, and that have a collective signature OR a linked private account to the same contract.

If you are in this case, UBS has not activated Open Banking by default, and you will need to request its activation. To do so, you may proceed as follows:

1. Login to your e-Banking.

The following screenshots refer to the web e-banking.

2. Navigate to Mailbox > Messages.

3. Click to create a message to client advisor.

4. Ask them for the necessary documents to activate the services.

You may copy the message below to send to your advisor:

Dear Sir/Madam

I would like to use the technical interface service in UBS Digital Banking, in particular to authorise a connection with Sway Finance (third-party provider on bLink).

Could you send me the documents I need to activate this service? If possible, for online signing directly in e-Banking?

Thank you in advance for your help and have a nice day.

Best regards,

5. Sign and return the documents

Once you have received, signed and returned the documents (should be doable over the e-Banking) they will activate the services and you will be able to connect to Sway.

‍

If you need assistance with this process, don't hesitate to contact us.

In a few easy steps you can connect your Credit Suisse accounts to Sway Finance and leverage your banking data for better cash management, thanks to Open Banking.

Here's a 2-minute video that shows you how to proceed.

‍

In a few easy steps you can connect your Valiant accounts to Sway Finance and leverage your banking data for better cash management, thanks to Open Banking.

Here's a 2-minute video that shows you how to proceed.

‍

‍

From the dashboard view, tap on your workspace avatar (here the yellow circle written "AC") to open your workspace settings.

From there, tap to open the collaborator entry. The app displays the list of collaborators within your workspace.

Tap the "plus" button to add a new collaborator. Here, you simply need to provide you coworker's email address and the level of authorisation they should have on your workspace.

Tap the send button. They will receive an email inviting them to join your workspace. If they do not have a Sway account yet, they will be able to create their user and then accept the invitation.