User Guide to eBanking for IAMs

Connection to the EFG eBanking website

1. Access to the eBanking website

EFG eBanking can be accessed from the EFG International website portal by clicking on the “eBanking” button.

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

• Start your browser (Internet Explorer, Firefox, Chrome, Safari etc.)
• Enter the address https://ebanking.efginternational.com

2. Security

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

Please refer to the following page www.efginternational.com/Individual-clients/EFG-eBanking/eBanking-security.html
to learn more about EFG Bank’s commitments in terms of security.

3. Authentication

The authentication to the eBankig website is to be done in two phases.

1. Your credentials

• Enter your username A
• Next, enter your default password B
• Click on button Validate C

2. Token code

You will now be asked to enter the code displayed on your token:

a. Hard Token

Enter the code that is displayed on your hard token E after you have held down the button for a few seconds D

b. Soft Token

Start your soft token application on your smartphone and enter your PIN code D to generate the token code E

Enter the token code displayed E

Click on the Validate button  F

4. First connection

The first time you log in, you will be prompted to change your password.

You will have to enter a new password containing a minimum of eight characters, with at least one being a number. We also recommend that you use lower- and upper-case letters when setting up your new password.

After entering your new password in the “New password”field  G, you will need to confirm it by re-entering it in the “Confirm the password” field H. Then click on the Validate button.

For security reasons, you will be asked to log in again using the new password when prompted.

5. Preferences

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

• You can set your preferred language, date format and time zone under “General Preferences”.
• Under “Notifications”, you can enter a private e-mail address for communication purposes.
• “eBanking” includes a number of additional settings options.

6. Introduction to the navigation

CLASSIC VERSION

PRO VERSION

1  Home

2  Preferences

3  Access to applications

4  Total assets

5  Number of portfolios

6  User guides for proposed applications

7  Accounts selection

8  Favourites