To create your account credentials just follow this steps:


  • Login into Unnax Portal
  • Navigate to Config
  • Click on Bank Accounts
  • Click on the Credentials Tab
  • Click on the blue button "New Credential"
  • Select from Login data or Login and signature data
  • Follow the steps with the proper data. 
  • Depending on the bank, there will be different signing methods available. UNNAX will automatically show the ones available for the selected bank.


Step 1 - Admin


  • Select the number of administrator associated to this credential.
  • Enter a credential name
  • Select the linked Bank


Step 2 - Acces


Enter here the login credentials of the Bank Account you want to add to the system


Step 3- Signature Method


Select the signature method associated to your credential


Step 4 - Signature Data


  • If you select "Security Card" in the last step, the system will show you a form to fill all the card positions
  • Make sure you enter the correct position in each input
  • In the field "reference" enter the card reference, usually this number is in one of the sides of the security card

Step 5 - Resume


Check that your data is OK



Step 6 - Complete


Confirm your changes and sign with you Authy code