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General Information

FAQ on Direct Net

E-Documents

What are e-documents?

You can receive your banking receipts and documents electronically as PDFs with Online Banking. This allows you to easily save, copy, or forward the receipts. The receipts will also be available for 24 months in Online Banking unless you delete them.

What are the advantages of e-documents?

They are easy to manage and can be stored, copied, and forwarded very simply
As the records are not sent by post, they are available more quickly
E-documents are available in Online Banking for two years
Large selection of documents available

How long are e-documents kept for?

If not deleted by the user, documents remain in the e-documents inbox of Online Banking for 24 months.

What happens to my e-documents if the Online Banking contract is canceled?

If the contract is canceled, then all documents will only be sent by post. All non-opened records of the previous 30 days will also be sent by post. Non-opened records older than 30 days will not be printed. Clients should save or print older records.

Can new copies of records be ordered?

Records can be re-ordered as hard copies from the Relationship Managers. A charge may be made for dispatching hard-copy records. Records that have been deleted by the user cannot be re-sent electronically.

How can I access my document box?

You can follow the link to your e-documents on the welcome page of your document box, or alternatively, via the Client Center -> e-Documents -> Document box. If you have unopened e-documents in your document box, these will then be displayed on the welcome page and you may access them directly from there.

My profile

How can I use the settings to customize my own pages in Online Banking?

Under “My Profile” you can find the two areas “General Options” and “Area Options” that allow you to personalize specific settings in Online Banking.

What are pending items?

Personal pending items may be: 

Payment orders for authorization after login
Corporate actions for processing
Pending items can be activated as the starting page after login. 

How can I change my password?

The password can be changed under “My Profile” and “General Options”. However, if you have forgotten your password or there is an error, please contact your Relationship Manager.

How do “My Links” work?

Once your links list has been activated, it appears at the top of your main navigation bar, allowing you to reach the screens you want even more quickly.

What are “User Rights”?

Only the access rights of other users in the same contract group as the user who is logged on are visible.

As a user with collective issuing rights, you can also see which users from the same contract group also have collective issuing rights. You can do this while inputting a payment or after transmission (also see the “User Rights” link after “Send”).

If a previously entered payment was modified or approved, you will also see which users from the same contract group have collective issuing rights (see link “User Rights” after “Send”). The user who is logged in is not included.

How do I know who is authorized for my separate contracts?

You can review this in Online Banking under “Contracts/User Rights.”

Settings

What can I do in Settings?

You can use this area to configure individual settings for your Online Banking.
Default setting for accounts:

  • You can use this option to choose which account you want to be displayed first when calling up a detail page (e.g. Bookings)
  • Preferred balance: The balance selected in this option is displayed in the upper selection of the account detail pages. This is used to calculate the balance preview.

Default setting for safekeeping accounts

Default safekeeping account: You can use this option to choose the safekeeping account to be displayed first when calling up the Safekeeping Accounts page in the Accounts & Assets area.

Default setting for assets

Valuation currency: You can use this option to specify that the market value on the overview page should be displayed in a currency other than Swiss francs.

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