Accepting or rejecting documents online

Find out in detail how you can accept or reject documents through your digital banking and Gold portfolio, without visiting a branch.

1. Start the process

When you receive a message titled “Document sent for acceptance” on your registered email, you have to log into your digital banking on the same day, within a specific time frame, to accept or reject the relevant document.

Log into the mobile app or web banking with your credentials.

2. Locate and read the document

To locate the document:

  • Through the mobile app, from the top left menu choose:  Profile > My documents > To be managed. Locate the document of the transaction to open it.
  • Through web banking, from the top right menu choose: Notifications > My documents > To be managed. Locate the document of the transaction and click on the 3 dots to open it.

Scroll down to the end to read the document and activate the “Agree” / “Disagree” options.

3. Accept or reject the document

To accept the document, choose “Agree” and:

  • Through the mobile app, approve the action with the 4-digit PIN of your mobile app or your biometrics.
  • Through web banking, enter the 6-digit verification code you receive on your mobile and choose “Continue”.

To reject the document, choose “Disagree” and then choose a reason for rejection from the drop-down list.

Search for older documents online

To view the documents you have accepted, choose:

  • Through the mobile app – Menu > Profile > My documents > Completed > Investments
  • Through web banking – My documents > Completed > Investments

To view the documents you have rejected, choose:

  • Through the mobile app – Menu > Profile > My documents > Cancelled > Investments
  • Through web banking – My documents > Cancelled > Investments
 

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UCITS HAVE NO GUARANTEED RETURNS AND PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.