Initialising a bank access

 
Explanation

To use operative functions, you must initialise a bank access.

The application supports EBICS bank access with the protocol versions 2.5 and 3.0.

To initialise an EBICS bank access, you must use a security medium. The security medium can be for example a key file, a smartcard, a certificate, a security token or a signature app.

Optionally, update the order types available to you or, if EBICS 3.0 is used, the BTFs of the bank access. Afterwards, you can use the functions of the application for which you have the required authorisation.

Section Initialising an EBICS 2. 5 bank access explains how to initialise an EBICS bank access.

A wizard helps you to initialise the bank access.

During the initialisation you authenticate yourself to the bank server of the financial institution, download bank keys or certificates and activate them.

The following instructions describes the initialisation of the bank access in an exemplary way by means of the security medium smartcard. The procedure is mostly similar with the security media key file, certificate file, security token or signature app. The difference is only in the labels on the masks and on buttons. For example, for the security media certificate file and security token, the label says Send certificate instead of Send keys.

Prerequisite

The start page of the application is open.

Your security medium is initialised.

Relevant topics