Registration / Grant access

You can set your own password when you log in for the first time via Banking -> Permissions.

Under “Grant new authorization,” you can set up the connection to your bank. Click on the field and select the appropriate bank. Then click on “Grant access”:

You will then be asked to enter the username and password that you have stored in e-banking. You must enter these details. This ensures the connection between Banking Core and your bank.

 

Which authorization records must be issued:

SWS BNK ALL – Banking Core – Standard, required for bank details

SWS BNK AIS – Banking Core – Reader for bank account information (balance)

SWS BNK PSS – Banking Core – payment transfer

SWS BNK FIN ALL – Banking for Finance – Standard, is necessary

SWS BNK FIN PAYMENT – Banking for Finance - payments

SWS BNK FIN RECON. – Banking for Finance - votes

SWS BNK SALARY PMNT. – SwissSalary Banking – Make salary payments

or SUPER-authorization – No further authorization records required