Managing Beneficiaries

Viewing Beneficiaries

You can see a list of beneficiaries in two ways:

  1. On the “New Wire” page, click on the drop-down box under the “Send Wire To” heading and you’ll see a list of all saved beneficiaries.
  2. Click the “Beneficiaries” button at the top of the page for a list of all saved beneficiaries. Each can be changed or deleted with the Edit and Delete icons ( and ). Add a new beneficiary with the “Add Beneficiary” button at the bottom of the page. To return to the “Wire Transfer” summary page without making any changes or taking any action, click “Cancel.”

Adding Beneficiary

You can add a new beneficiary in two ways:

  1. On the “New Wire” page, enter relevant information into the empty fields and submit the wire. The beneficiary will automatically appear on your list of saved beneficiaries once the wire appears in the “Pending Wires” category.
  2. On the “Beneficiaries” page, click “Add Beneficiary,” complete the information and then click “Save Beneficiary.”

Edit Beneficiaries

From the “Beneficiaries” page, click on the Edit icon () for the entry you wish to edit. Make desired changes and then click “Save Beneficiary.” If you make changes to beneficiary or financial institution information, these will be reflected in any existing wire or wire transfer template that includes this beneficiary. To return to the previous screen without making any changes or taking any action, click “Cancel.”

Note that if a wire to a new (unsaved) beneficiary has not been approved, the beneficiary name will not appear in the list. Once the wire has been approved and sent to the “Pending Wires” category, the beneficiary information is saved.