Mobile Banking profile

Mobile Banking enables you to perform a number of important tasks using a mobile device. Using Universal Online Banker you can manage your mobile banking account information and view your mobile banking activity. The Mobile Banking Profile is a central point of access for all the mobile banking tasks available in Universal Online Banker.

The Mobile Banking Profile provides access to the following mobile banking tasks:

Enrolling in mobile banking
Deactivating and reactivating mobile access
Managing mobile preferences
Viewing mobile activity
Downloading mobile applications (apps)

Note: The options available to you are based on the settings defined by your financial institution, the entitlements you have to specific accounts and banking functions for each account, as well as other entitlements.

Enrollment

There are several methods for enrolling in mobile banking, based on entitlements. If you are entitled to self-enroll, you can do so in Universal Online Banker using the Mobile Banking Profile.

Note: If the Mobile Banking Profile menu option is not available, it indicates that you are not enrolled in mobile banking and that you are not entitled to enroll yourself. If you are not entitled to self-enroll and need to enroll, contact your company support representative to determine your company's enrollment method and policies.

If you want to temporarily stop using mobile banking, you can deactivate your mobile banking access and then reactivate it when necessary.

Activation status

Mobile Banking activation status indicates whether your mobile banking access is active for use. If the activation status is Activated, Mobile banking is available for use. If the Activation status is Deactivated, you will not be able to log in to access account and payment information using the mobile application.

When mobile banking is deactivated, and you need to resume use, you can change the activation status using the Activate option in your Mobile Banking Profile. After your access is reactivated, mobile banking activities can be resumed. The accounts and preferences that were previously set remain the same, and the mobile activity history is retained.

Note:

Resuming mobile activity, with the same accounts and preferences, assumes that your entitlements have not changed.
The availability of mobile activity history depends on how long the data is stored.

Preferences

The Mobile Preferences determines the accounts you can access using your mobile device, as well as the available tasks you can perform for each account using the mobile application.

The Mobile Preferences page is accessed from the Mobile Banking Profile and shows the accounts and account tasks to which you have entitlements in Universal Online Banker. Using this page, you can select the accounts and tasks you want to access using the mobile application.

Mobile activity

The Mobile Activity page, accessed from the Mobile Banking Profile, provides you with a list of activities that were performed using the mobile application.

Note: Availability to view mobile activity is dependent on whether the feature has been enabled by your financial institution and the entitlements set for your account.

Mobile applications

Mobile applications, designed for use on your type of mobile device, may be available for download from the Mobile Banking Profile page. When available, you can click the Download button for the application to download the app to your PC, or download directly to your mobile device by accessing Universal Online Banker on your mobile device. You can also search for the mobile application directly from your mobile device's application store or market.

Note: If a mobile application is not available, you can access mobile banking using a mobile browser. Contact your company support representative to get the mobile banking URL.