Sending a transfer but not sure if your contact information is up to date? Or, are you sending a transfer to a brand new contact? No problem, we can help you make sure that all your information is fully updated so you don’t have to worry about a payment going to the wrong account. New recipients can be added either in the mobile app or in a web browser, at this time your contact list can only be seen and edited on web.
To add a new recipient either in-app or on a web browser:
Click on the payment type you’d like to use (ACH, Wire, etc)
Click “Add Recipient” at the top
Input the requested information and click “Confirm recipient”
That’s it! Your contact is now saved and you can send a transfer to them with this same info in the future.
To see and edit your recipients on web:
Click on “Settings” along the top toolbar
Under “Business Settings”, click “Your Recipients”
Here you will see a complete list of your current contacts
Click on the contact you’re curious about and you’ll see a screen with all their details. Each can be edited, or the contact can be deleted by clicking on the garbage can icon.
Once you’ve made the necessary changes, click “Confirm Recipient”
That’s it! Your contact info is up to date