Unified access — "a single profile for managing your companies and accounts"
УThis service lets you bring the management of accounts and transactions for all your companies together in a single, shared profile within Postbank Web online banking.
The feature is particularly well suited to users who work with companies holding accounts and products across more than one legal entity.
Work with all your clients from a single place
With the Unified Profile, you can view all accounts of all your companies in one place, review and manage transfers and consolidated reports, without the need to switch between separate customer profiles.
- Balances and account activity - view all accounts of all your companies without switching.
- Transfer management - review and manage transfers from the same place.
- Transfers between customers - make transfers between the accounts of different legal entities.
- Transfers to external accounts - send funds from customer accounts to external beneficiaries.
- Consolidated reports - a complete financial overview of all companies at the same time.
Access and conditions
for the unified profile
Access:
Through Postbank Web using your username and password. The feature is available only in online banking — it is not offered in mobile banking.
Mode indicator:
The top navigation shows whether you are working with more than one client, along with an option to switch between them.
Eligible clients:
Available to users with rights over legal-entity clients. An extension to public sector (budget) clients is planned.
✨ NEW! Budget organizations
Users with access to more than one budget organization can now work with all organizations from a single profile, without the need to switch between separate access profiles. The functionality provides:
- a consolidated view of accounts and budget codes for all organizations;
- access to reports by budget codes;
- the ability to initiate budget transfers and transfers between own accounts;
- new filtering options, as well as export to Excel and PDF;
- printing of up to 100 payment orders in a single PDF file;
- bulk signing of up to 10 bulk payments using m-Token.
The “OneView” option is displayed automatically upon login for users with access to more than one budget organization.
With online account opening, you also receive:
Balances across all accounts
View all accounts and account activity for all customers without switching
Transfers between customer accounts
Direct transfers between accounts of different legal entities
Consolidated financial reports
View reports for all customers from the same place
Transfers to external accounts
Send funds to external beneficiaries for each customer.
Active mode indicator
In the top navigation, you can see whether you are working in unified or separate customer mode.
Centralized access
Manage all legal entities without the need for separate logins.
