How do I set up a Recipient for money transfers?

Transferring money from your account to an external bank is done via ACH or wire transfers. To make transfers faster, save your recipient's bank details to your account following the instructions below.

Adding a Recipient

1. Under the Account Management menu, click Recipients
2. Click Add recipient
3. Enter the account information for the recipient > Click Save Recipient
   • Recipient Name (Name on receiving account)
   • Bank Name
   • Account Type
   • Routing Number
   • Account Number (enter and confirm)
   • Recipient's address (optional for ACH transfers, required for wire transfers)

Editing a Recipient

1. Under the Account Management menu, click Recipients
2. Click Edit
3. Make necessary edits > Click Save changes

Removing a Recipient

1. Under the Account Management menu, click Recipients
2. Click Remove
3. On the pop-up, click Remove to complete the action