How to enroll in UBTgo

UBTgo is Union Bank’s online platform for your checking and savings accounts. Creating your UBT profile and enrolling in UBTgo allows you to access our online and mobile banking platforms with ease.

Please note that in order to create a UBT profile and enroll in UBTgo via a web browser, you must have a Social Security number, passport number, or other accepted identification number. If you do not have an accepted identification number, you will need to contact our Customer Support team at 833.323.1454.

You can enroll using a web browser or the UBTgo mobile app. 

Jump to:

Using a web browser on your computer or phone

Creating your UBT profile and enrolling in UBTgo | Enrolling in UBTgo with an existing UBT profile

Using the UBTgo mobile app

Creating your UBT profile and enrolling in UBTgo | Enrolling in UBTgo with an existing UBT profile

How to enroll in UBTgo using a web browser on your computer or phone

To create your UBT profile and enroll in UBTgo, follow the steps outlined below. These steps are for customers who are brand new to Union Bank or have never created a UBT profile before.

If you have previously created a UBT profile (this could be true if you have recently obtained other accounts with Union Bank, such as a mortgage loan, certain wealth management accounts, or a checking/savings account that was opened online), please follow the steps in the Enrolling in UBTgo with an existing UBT profile section to finish your UBTgo enrollment.

Creating your UBT profile and enrolling in UBTgo

1. Visit ubt.com and click on Are you new? Sign Up. Then, click New Customer? Register Here.
2. Enter your profile information in section 1 of the profile creation sequence. We recommend noting your username and remembering your password.
3. Sign in to your new UBT profile and select your preferred MFA (multifactor authentication) option.
4. Continue through sections 2-4 of the profile creation sequence. You will need access to the email account used in step 2 above. Once complete, click Complete Registration to complete your profile. Not only do these sections validate the information you entered, they also create your UBT profile and your UBTgo credentials.
5. Click View Your Account, where you will be directed to UBTgo. Please note, you may be prompted to log in again.

Enrolling in UBTgo with an existing UBT profile

If you have previously created a UBT profile (this could be true if you have recently obtained other accounts with Union Bank, such as a mortgage loan, certain wealth management accounts, or a checking/savings account that was opened online), please follow the steps below to finish your UBTgo enrollment.

1. Visit ubt.com. On the home page, you’ll see a login box that says UBTgo. Click the green Log in button. Enter the username and password that you created previously for your UBT profile on the page you are redirected to.
2. You will then be asked to enter your valid account number and account type (checking, savings, CD, or loan) and then click Complete Registration to link your UBTgo account to your profile.
3. Once complete, click View Your Account. This may take you back to the initial login page, where you will need to re-enter the UBTgo (also your UBT profile) credentials that you used in step 1 to access UBTgo.

How to enroll in UBTgo using the UBTgo mobile app

To create your UBT profile and enroll in UBTgo using our app, follow the steps below. These steps are for customers who are brand new to Union Bank or have never created a UBT profile before. If you have previously created a UBT profile (this could be true if you have recently obtained other accounts with Union Bank, such as a mortgage loan, certain wealth management accounts, or a checking/savings account that was opened online), please follow the steps in the Enrolling in UBTgo with an existing UBT profile section to finish your UBTgo enrollment.

Creating your UBT profile and enrolling in UBTgo

1. Download the UBTgo app from your phone’s app store. Choose I have already have an account. Log me in! 
2. Click Register, located at the bottom left of the UBTgo app home page.
3. Complete your registration information and then click Submit. 
4. You will then be asked if you have an existing UBT login. Choose No. 
5. You will then be prompted to create a username and password. 
6. On the next screen, enter the username and password you just created. 
7. Click Confirm to Link Account.
8. You’ll then see a Ready to go! message with a Close button at the bottom. Closing this window then takes you back to the UBTgo app login page, where you’ll re-enter your credentials and select your multifactor authentication (MFA) option in order to access UBTgo.

Enrolling in UBTgo with an existing UBT profile

If you have previously created a UBT profile (this could be true if you have recently obtained other accounts with Union Bank, such as a mortgage loan, certain wealth management accounts, or a checking/savings account that was opened online), please follow the steps below to finish your UBTgo enrollment.

1. Download the UBTgo app from your phone’s app store. Choose I already have an account. Log me in!
2. Click Register, located at the bottom right, on the UBTgo app home page.
3. Complete your registration information and then click Submit.
4. You will then be asked if you have an existing UBT login. Choose Yes.
5. You will then be prompted to enter your existing username and password. (These will be the same credentials you created for your UBT online banking to ensure easy access across digital channels.) Once entered, click Confirm & Link Account.
6. You’ll then see a Ready to go! message with a Close button at the bottom. Closing this window then takes you back to the UBTgo app login page, where you’ll re-enter your credentials to access UBTgo.