To log in to UOB SME, download the UOB SME app from the App Store or Google Play. Once installed, open the app and enter your UOB Infinity credentials to access your business banking services. If you’re a first-time user, you’ll need to register activate your account and set up your security token, known as Infinity Secure.
For those who prefer using a computer, you can access UOB SME via a web browser by clicking https://my.uobsme.uobgroup.com/. In case you forget your password, UOB provides a straightforward process to reset it. For detailed guidance, refer to the UOB SME app page.
Sign In UOB SME App
What Is UOB SME?
UOB SME is a mobile application developed by United Overseas Bank (UOB) to assist small and medium-sized enterprises (SMEs) in managing their business operations and finances more effectively. The app offers an interactive dashboard for viewing account balances and cash flow over the past six months, facilitating better financial oversight. It enables seamless integration with accounting solutions, allowing for quick and secure reconciliation and an integrated cash flow view.
Users can create personalized foreign exchange (FX) watchlists, set FX alerts, and book preferred rates instantly. The app also supports secure banking transactions and provides access to customized business insights and events tailored to the user’s industry. It offers shortcuts for applying for business accounts and loans, streamlining the application process.
How Do You Log In to UOB SME for the First Time?
If you are logging in to UOB SME for the first time, you will need to activate your account. Start by downloading the UOB SME app or accessing the platform via a web browser. Enter your username and password provided by UOB during the account setup process. You will then be prompted to set up Infinity Secure, the digital token for two-factor authentication. Follow the on-screen instructions to complete the setup. Once Infinity Secure is activated, you can log in securely and access all the features of UOB SME.
What Should You Do If You Forget Your UOB SME Password?
If you forget your UOB SME password, you can reset it by selecting the “Forgot Password” option on the login screen. You will be asked to provide your username and follow the steps to verify your identity. This may include answering security questions or receiving a one-time password (OTP) via SMS or email. Once your identity is verified, you can create a new password. It is recommended to choose a strong password that includes a mix of letters, numbers, and special characters to enhance security.
What Are the Key Features of UOB SME?
UOB SME offer features designed to help SMEs manage their finances effectively. These include account management, loan applications, foreign exchange tools, and digital solution integrations.
The platform also provides customised insights and events tailored to your industry, helping you stay informed about the latest trends and opportunities. UOB SME supports bulk payments, FX trading, and secure transactions through Infinity Secure. These features make UOB SME a comprehensive solution for SMEs looking to streamline their financial operations.
How Do You Set Up Infinity Secure for UOB SME?
Infinity Secure is UOB’s digital token used for two-factor authentication (2FA) to ensure secure access to your UOB SME account. To set up Infinity Secure, launch the UOB SME app and log in with your credentials. Go to “More Services” in the bottom menu and select “Register for Infinity Secure”. Follow the guided process, which includes setting up a 6-digit Secure PIN.
After registration, there is a 12-hour cooling-off period before you can activate Infinity Secure. Once activated, you can use it to approve transactions and log in securely. If you forget your Infinity Secure PIN, you cannot reset it. Instead, you will need to re-register for Infinity Secure by selecting “Forget Secure PIN” in the app. This ensures that your account remains secure.
How Do You Link Multiple Companies on UOB SME?
UOB SME allows you to link multiple companies to a single account, making it easier to manage finances across different businesses. To link multiple companies, log in to the UOB SME app and go to “More Services”.
Select “Link to Partner Services” and follow the instructions to link your companies. You will need to have a UOB business account for each company and the necessary login credentials. Once linked, you can view account balances, perform payments, and transfer funds across all your companies seamlessly.
How Do You Perform Transactions on UOB SME?
Performing transactions on UOB SME is straightforward. After logging in, you can access the “Transact” section of the app or website. From here, you can make payments, approve transactions, and set up alerts for future payments.
The platform supports various payment methods, including DuitNow, Interbank GIRO, and Telegraphic Transfer. You can also perform bulk payments, such as Bulk DuitNow, which allows you to make multiple transfers at once. All transactions are secured using Infinity Secure, ensuring that your business finances are protected.
How Do You Download Payment Proof and Bank Statements on UOB SME?
To download payment proof or bank statements on UOB SME, log in to your account and go to the “Transactions” section. Select the transaction you want to download and tap on “Share” to save a screenshot or PDF of the payment details.
For bank statements, go to the “Accounts” section and select the account for which you need the statement. Choose the date range and download the statement in your preferred format. This feature is particularly useful for businesses that need to keep detailed financial records for accounting or auditing purposes.
How Do You Set Up FX Watchlist and Alerts on UOB SME?
UOB SME offers a suite of tools for foreign exchange (FX) trading, including the FX Watchlist and FX Alerts. To set up an FX Watchlist, go to the “FX Rates” tab in the app and tap on “Set up my FX Watchlist”. Select the currencies you wish to monitor and save your changes.
For FX Alerts, go to “View all rates” and tap on the bell icon to set up an alert. You can specify the currency pair and the upper and lower limits for the exchange rate. When the rate reaches your specified limits, you will receive a push notification, allowing you to take immediate action.
How Do You Link UOB SME to Digital Solution Providers?
Linking UOB SME to digital solution providers, such as accounting software, allows you to gain deeper insights into your business finances. To link your account, go to the “Business Overview” section in the app and tap on “Link your account”.
Select the digital solution provider you want to link and follow the on-screen instructions. You will need to have an account with the provider and your UOB business account credentials. Once linked, you can access features such as cash flow forecasts, account receivables, and payables directly from the UOB SME app.
What Are the Security Measures in Place for UOB SME?
UOB SME employs several security measures to protect your business data. These include 2048-bit Secure Sockets Layer (SSL) encryption, multiple firewalls, and two-factor authentication (2FA) via Infinity Secure.
The platform also uses biometric access for added security, allowing you to log in using your fingerprint or facial recognition. These measures ensure that your business finances are protected from unauthorised access and data breaches.