Itaú PJ Tutorial — User Without a Token

How to create a user without a token in Itaú Empresas.

Step 1 — Create an access profile#

1. In Itaú's Internet Banking, go to the operator and profile management menu ("gestão de operadores e perfis").

2. Create a new access profile.

3. Enter a name for the profile ("Perfil Financeiro", for example), select the "Operador" (Operator) option and add the available account under "Conta do perfil" (Profile account).

4. Select the financial service operations and set the same operations for all accounts.

5. Select the available account and the available operations: "Selecionar todos" (Select all).

Important

You should link only one account to this access profile to enable the automatic bank integration. If you need to integrate more than one account, the recommended approach is to create additional access profiles.

Step 2 — Add an operator#

1. Go to the operator and profile management menu and create a new operator.

2. Allow the operator to only include operations.

3. Provide one of the documents — CPF (Cadastro de Pessoas Físicas), RNE (Registro Nacional de Estrangeiro) or passport — and fill in the remaining data.

Note

The operator will not be able to edit or assign roles to other users.

4. Continue the process until the operator is created with permission to read the balance and statement transactions ("extrato").

Step 3 — Validate the operator you created#

1. Log in to Itaú's Internet Banking with the newly created operator credentials and change the numeric password. This step must be done via the web for the process to be completed.

2. If the validation is done through the desktop or mobile app, the process will not work, since each scenario has different validations.