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.
