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How to Navigate the UBT Business Homepage

The UBT Business homepage provides a high-level overview of your accounts and actions you can take.

Here is how to navigate the UBT Business homepage.

  • The navigation bar appears in every view at the top of the screen.
  • You can navigate between UBT Business features by selecting the appropriate drop-down tab, which will then give you more options to choose from within that category.
  • Your UBT accounts are displayed in an account card with its balance.
    • If you click an account name, you are taken to the Account Details page. You can also click the icon with the three dots on the right side of an account card and select View Activity for more details.
    • The printer icon allows you to print a summary of current available funds in your accounts.
  • You can expand or collapse account details by clicking the icon with the three dots.
  • The Quick Actions links in the top right corner let you quickly access different UBT Business features. This includes the following options:
    • Make a Transfer
    • Make a Deposit
    • Payment Hub (ACH and Wires)
    • Make a Loan Payment

Additional information

  • The homepage will only show a max of 60 accounts.
  • You have the option to organize the order of the accounts on the homepage and group accounts.
  • You will see a color on the left margin of each account tile, which will also show up in the cash management wheel. These colors are displayed randomly and have no assigned meaning. These cannot be changed.