Adding Funding Accounts

Adding an additional funding account

To edit how you will “Pay a person”, select the “Pay a person” tab. Then select the method to send money by and click “Next”, as shown below:     

1. Bill Pay allows for the customer to add an additional account to fund payments. To add an additional funding account:        

• Select My Account                    
• Click +Add account in the Pay from accounts 

2. The customer can then add:            

• Account nickname                    
• Account number                    
• Confirm account number                    
• Account type                    
• Select “Next”    

3. Once the details are reviewed the customer would select “Submit”

4. A confirmation screen displays:

5. If you click on “View accounts” you can see that the newly added funding account shows as “pending”. This will show as pending until FI back office reviews and approves the added funding account.

6. When additional funding accounts have been added you will see in the “Pay from” drop down menu the ability to select the account you wish to fund from if you do not wish to use the default funding account for bill pay.