Recipients
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Recipients

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Article summary

Users can easily manage their Bill Pay and Member to Member transfer recipients from their web app Settings. Add or delete payees for Bill Pay transfers, members/friends for Member to Member transfers, or wire recipients for future wire transfers. For instructions on managing recipients from the mobile app, go to My Accounts Mobile Settings.

To manage Bill Pay and Member to Member recipients on the web app, from the name menu, select Settings, and then select the Recipients tab.

In this article:

Payees (Bill Pay Recipients)

To add a payee to save for future transfers:

  1. On the web app, select the name menu > Settings > Recipients.

  2. In the Payees section, select Add a new payee.

  3. In the dialog that appears, select the Payee type, either Business or Personal.
    • For business payees, enter the payee's information and select Add payee.
      Note: Make sure to enter the correct merchant account number and zip code. Incorrect entries will result in payment by physical check.
    • For personal payees, in addition to entering the payee's information, a secret phrase is required. After entering the payee's information and secret phrase, select Add payee. After sending the payment, share the secret phrase with the payee. The payee must enter this phrase to receive payment.

To delete a payee:

  1. On the payee you would like to delete, select the three dots, and then select Delete.
  2. A confirmation dialog appears. Select Yes, delete.

Members

To add a member to save for future transfers: 

  1. On the web app, select the name menu > Settings > Recipients.

  2. In the Members section, select Add a new member.
  3. Enter the new member's information, then select Add member.
    Note: To add a business as a member recipient, go to Member to Member Businesses.


To delete a member: 

  1.  On the member you would like to delete, select the trash can icon.
  2. A confirmation dialog appears. Select Yes, delete.


Wire Recipients

To add a wire recipient to save for future transfers: 

  1. On the web app, select the name menu > Settings > Recipients.

  2. In the Wire recipients section, select Add a new wire recipient.

  3. Enter the wire recipient's information, then select Add recipient.

To edit a wire recipient: 

  1. On the wire recipient you would like to edit, select the three dots, and then select Edit.

  2. Edit your wire recipient information and select Save changes.

To delete a wire recipient:

  1. On the wire recipient you would like to delete, select the three dots, and then select Delete.

  2. A confirmation dialog appears. Select Yes, delete.

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