About Uniting Financial Services

How do I self-register for the new Uniting Online?

A Self-Registration link is available on our website. To self-register you will need your current User ID and will need to add in your date of birth and select a passcode.  Once the self-registration is complete, we will email you with your Client ID, which you will need to log in for the first time. You will only need to complete this process once. 

How do I update my email and contact number?

You can update your email and/ or contact number by calling us on 1300 133 673. It is also important that we have your date of birth on record so you can self-register. 

What do I need to do to log in for the first time?

To log in for the first time, you will need the Client ID which was emailed to you when you self-registered and the passcode you selected. 

What can I do if I have forgotten my passcode?

If you have not logged on to the new Uniting Online, you will need to again go to the Self-Registration link and follow the instructions. You can then enter a new passcode. If you have already logged in and subsequently forget your password, go to Uniting Online and click on Forgot your Passcode? It will ask for the answers to your Security Questions which you set up during Self Registration. You will then be able to enter a new passcode. 

Why do you now have a one-time password?

At Uniting Financial Services we are committed to keeping clients’ funds safe. The One Time Password, which is a four-digit number that is sent to your email or mobile, is an additional layer of security for the system.  

Will I need a one-time password for every transaction?

Users will only need to use the One Time Password on logging in to Uniting Online, changing their passcode and switching between organisations, if they have access to more than one.  

I represent different organisations. Will I have one user profile for all?

Yes, if you are representing multiple organisations or divisions, you can see all the information in one place. To switch between organisations, press the Switch button in the top right-hand corner of Uniting Online. 

Where do I go to authorise a payment?

In Uniting Online, go to the 'Payments' section and on the right of the screen you will see a list of Pending Approvals. Click on 'Show All' at the bottom of the screen.  From the next screen you will be able to reject or approve a transaction. 

How do I add a new payee?

To set up a new contact from the 'Payments' section, select 'Add Payee', insert their details and save.  Alternatively, you can start a payment and select 'New Payee' to add a new contact. 

Can I add nicknames for payees?

The ability to add nicknames is not available in the new system. This will be considered in the future. 

How do I make a payment via BPAY?

Please ensure you have selected the 'BPAY' tab under the 'Payments' menu. 

Does Uniting Online support transaction feeds?

Yes, you can set up transaction feeds for Xero and Business Central. You can find more information on how to set this up by visiting: https://www.unitingfinancial.com.au/FAQ_transaction_feeds 

Can I still do batch file processing?

We offer the ability to upload batch files in Uniting Online. For more information please see our FAQ document: https://www.unitingfinancial.com.au/Batch_file_FAQ

Does UFS offer DocuSign?

Yes, you can view DocuSign forms in the DocuSign menu and select the form you need from the list. 

Where can I view statements?

In the Investments section you can view your statements by clicking on the eStatements tab. Simply select the arrow next to the statement you require to download. 

How do I know Uniting Online is safe to use?

Uniting Online is an industry standard encrypted platform.  It is important to note that whilst our system is safe, you should also ensure you follow safe practice by not sharing Client IDs and Passcodes and only accessing Uniting Online from a known, secure computer. Never save your Passcode to any password saving system such as Google and always log out completely when you have finished a session. 

Do you have a User Guide for Uniting Online?

Yes, we have created a User Guide to enable church organisations to navigate our system, carry out transactions and more. Please follow this link for more information. https://www.unitingfinancial.com.au/Uniting_Online_User_Guide

  CallInvestments and Lending: 1300 133 673Other enquiries: 02 8267 4300

  Emailcontactus@unitingfinancial.com.auWe are here to help.

  Post P.O. Box A2178, Sydney South NSW 1235  

  AddressLevel 10, 222 Pitt Street, Sydney NSW 2000

  Important for you to know Financial services are provided by The Uniting Church (NSW) Trust Association Limited ACN 000 022 480, ABN 89 725 654 978, AFSL 292186 (“UCTAL”) and by The Uniting Church in Australia Property Trust (NSW) ABN 77 005 284 605 (“UCAPT”) (together and separately “Uniting Financial Services”), for The Uniting Church in Australia, Synod of NSW and the ACT (“Synod”), under a s.911A Corporations Act 2001 (Cth.) authorisation and pursuant to APRA Banking Exemption No. 1 of 2021 and ASIC Regulatory Guide 87 and ASIC Corporations (Charitable Investment Fundraising) Instrument 2016/813 exemptions. Uniting Financial Services® is a registered trademark of UCTAL used with permission of UCAPT. None of The Uniting Church in Australia, UCAPT and UCTAL is prudentially supervised by APRA. Therefore, investments with or contributions to these Uniting Church organisations will not receive the benefit of the Financial Claims Scheme or the depositor protection provisions in the Banking Act 1959 (Cth.). All financial services and products are designed for investors who wish to promote the religious and charitable purposes of Uniting Financial Services and The Uniting Church in Australia and for whom profit considerations are not of primary importance in their decision to invest. The information on this page has been prepared without considering your objectives, financial situation or needs. You should, before acting on it, consider its appropriateness to your circumstances or refer to the relevant disclosure document. Loan applications are subject to credit approval. Interest rates are subject to change. Fees and charges may apply.