Transfer Money with JHA Zelle

This article describes the features of Zelle for Jack Henry Associates (JHA) PayCenter, which only works with the major Jack Henry cores: SilverLake, Symitar Episys, CIF 20/20, or Core Director.

In this article:

• Send or Receive Money via Zelle
• View Zelle Activity
• Manage Zelle Payment Profiles
• Manage Zelle Recipients

Send or Receive Money via Zelle 

To transfer money via Zelle JHA:

1. From the Transfers page on web or mobile, select Zelle. If this is the first time transferring with Zelle, you must enroll. See Enroll in Zelle for enrollment instructions.
   
   
2. On the page that appears, select Send Money or Request Money.
   
   
3. Select a recipient under Recent Recipients or search by a recipient's name, phone number, or email address. To add a new recipient or sender, select the person icon on the upper right.
   Recipients with the Zelle icon next to their name are already enrolled in Zelle.
   
   
4. Enter the amount to transfer, select the account money should be transferred from/to and select Review to continue.
   If you would like to quit the transfer, select Cancel.
   Note: Transaction limits, as well as frequency limits, can be set by your institution during onboarding. These limits can be adjusted for individual users by submitting a PayCenter ticket.
   
   
5. Review details and add an optional note. Select Send or Request to complete the transfer.
   The recipient will receive their money (or receive your request for money) after enrolling in Zelle. The recipient must enroll within 14 days or the money is returned.
   
   
6. If your institution has opted to require a one-time passcode each time money is sent to a recipient, the prompt appears to enter the passcode and select Verify.
   
   
7. A confirmation page appears. Select All Done to finish.
   

View Zelle Activity

To view recent Zelle payments or requests, select Activity. On the page that appears, payments display by default, with pending payments on top and completed payments on the bottom. Select Request to see recent requests for money.

Manage Zelle Payment Profiles

From Manage Payment Profiles, users can add a new profile from which to send money or change the account associated with a profile. From the Zelle landing page, select the cog wheel icon, and then select Manage Payment Profiles.

To change the account associated with a profile, select the payment profile to be changed and either select a different account or Delete and unenroll the profile.

To add a new profile: 

1. Select Add another email or U.S. mobile phone number.
2. Select a number or email from the list that appears, or select Add a new email or U.S. mobile phone number. 
3. Enter the phone number or email address and select Add. 
4. Enter the verification code sent to the phone number or email address entered and select Verify.

Manage Zelle Recipients

To add, edit, or delete recipients, from the Zelle landing page, select the person icon on the bottom. 

To add a new recipient:

From the Manage Recipients page, select the person icon on the upper right. Add the recipient’s first name (or business name), last name, and U.S. mobile phone number or email address. Select Add and Continue to finish.

To edit a recipient:

Select the three dots to the right of the recipient’s name, then select Edit. Make changes and select Save.

To delete a recipient:

Select the three dots to the right of the recipient’s name, then select Edit. On the confirmation message that appears, select Keep to keep the recipient or Delete to continue with deletion. When you delete a recipient, any pending activity associated with that recipient will be canceled.