Transitioning to UBT Business: What you need to know

In order to best serve our customers, Union Bank & Trust is always seeking to improve the products and services we offer. As such, we will soon be updating the system that provides our online banking functionality and migrating to a new platform called UBT Business. We want to make sure you have the support you need during this transition, so here are some helpful tips and recommendations from your UBT team to follow ahead of the conversion and beyond.

Before the conversion

• Know your current login credentials. If you need help finding these, please contact Business Support at 402.473.8542.
• Review communications carefully. We will be sending you emails before and after the conversion with key information, so make sure to read these emails and take actions as needed.
• Submit your token credentials. If you use a token, there are some changes to this process. Please review emails from us on how to do this.

During conversion

• Plan for adjustments in system availability:
  • The existing system will be unavailable starting June 3, 2025, at 5 p.m.
  • The new system will be available on June 4, 2025, at 8 a.m.

First login

The morning our system goes live, the link to the new site will be available on ubt.com in the same locations that the BBO link was previously, which include the Login tab on www.ubt.com under the Business logins, or in the login widget boxes when available. It will now be titled UBT Business. 

Your first time login can be from either the web browser or via the new UBT Business mobile app. Any saved or bookmarked links that direct you to the current BBO site will need to be deleted, and you’ll need to resave or bookmark the new link.

First time actions

Once you are in the new system, please do the following: 

• Confirm all contact information is correct.
• Ensure your accounts are visible as expected.
• Re-enter any future-dated recurring or one-time transfers if you have any, as these will not move over to UBT Business automatically in the conversion.
• Re-enter any wire templates, as these will not convert to the new system.

If there are any other first-time actions you’ll need to take depending on what products you have, we’ll be in touch to walk you through them.

After conversion

• Access user guides and demos. We will provide a resource hub for you to access resources should you need help using the new system.
• Download the mobile app.
• Work through the conversion checklist.

Should you have any questions as you prepare for conversion, don’t hesitate to ask! You can reach our Business Support team at 402.473.8542, or reach out to your relationship manager directly. Thank you as always for your business!