User Guide to eBanking for IAMs

Connection to the EFG eBanking website

Empowering you to be always on for your clients

To help you be truly responsive for your clients, you need access to your accounts whenever you want, wherever you are. Which is why our eBanking facilities give you 24/7 connection to your accounts online.

1. Access to the eBanking website

EFG eBanking can be accessed from the EFG International website portal by clicking on the “eBanking” button available at the right of your screen.

Alternatively, you can connect by navigating directly to the secure eBanking address:

To access eBanking, a combination of a username, password and code generated by the token (soft or hard) needs to be submitted.

Your credentials can be provided by the bank only.

NB: eBanking website is available on computers and tablets only.

2. Security

The security of your eBanking access and your transactions is one of our major concerns.

Please refer to the following page Security information to learn more about EFG Bank’s commitments in terms of security.

3. Installation of your Entrust token

- If you have opted for a soft token, you can follow the quick steps below or check out our full guide here.

1. Install Entrust on your smartphone from the Apple Store or Google Play.

2. Enter the following information:
 

 Address:  ssm.efgbank.com
 Name:  Auto filled with Entrust
 Serial number:  Provided in the letter or email sent to you by the bank 
 Activation code:   Provided in the letter or email sent to you by the bank 

 

3. Set a PIN code to protect your app and confirm it

4. Once you see the security code on the screen, the installation is all done

- If you have opted for a hard token, it’s already configured and ready to use.

To get a code from your hard token, hold down the hexagonal button (A) for a few seconds. A code will appear on the display (B)

4. Your first connection

To connect to eBanking for the first time, you will need to submit credentials provided to you by the bank either via post or email.

NB: Please make sure to login via computer or tablet for the first time, and not via one of our applications.

Before being ready to login, you will need to:

1. Install your token Entrust

2. Set your first password or go to step 5 directly if the bank gave you a default password. In the latter, you will be asked to change it.

To choose your password, click on “Forgot your password?” (A)

Then, you will be requested to enter:

  • Your username (B)
  • The email address you provided to the bank when you subscribed to eBanking services (C)

Clicking on “Continue” (D) will generate a reset password email.

NB: Please check your email inbox as well as your spam folder.

At this stage, you will have to enter a password and to confirm it. This password must follow our password policy.

Finally, to commit changes, you simply have to enter your token code.

5. Future connections

For your future connections, you will simply have to:

  • Enter your username (A)
  • Enter the password you set on your first login (B)
  • Click on button “ Validate” (C)
  • Enter your token code (D)
  • Click on button “ Validate” (E)
6. Preferences

Preferences are accessible from the top right corner of your eBanking screen.

This option allows you to define your preferences and to customise your eBanking interface.

  • General preferences: set your preferred language, date format, time zone and favourite currency.
  • Notifications: set a private email address for communication purposes.
    If you set an email address at this level, you will be notified at this email address when an Banking message is sent to you.
  • eBanking: in this menu, choose currency which is used to display amounts in your eBanking.
7. Introduction to the navigation

The eBanking dashboard is composed of 5 main sections highlighted below:

A. Header menu

B. Assets

C. Client selection function/picker

D. Banner & News

E. Quick actions

8. IAM Support

Phone number: +41 588093999

Email: [email protected]

Monday-Friday 8.00-18.30 CET

Thank you for placing your trust in EFG Bank AG. We hope that you will enjoy using your new eBanking access.