You can see a list of beneficiaries in two ways:
- On the “New Wire” page, click on the drop-down box under
Wire To” heading and you’ll see a list of all saved beneficiaries.
- 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
and Delete icons ( and ).
Add a new beneficiary with the “Add Beneficiary” button
at the bottom of the page. To return to the “Wire
page without making any changes or taking any action, click “Cancel.”
Adding a new wire transfer beneficiary
You can add a new beneficiary in two ways:
- 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.
- On the “Beneficiaries” page, click “Add Beneficiary,” complete
the information and then click “Save Beneficiary.”
Editing wire transfer beneficiaries
From the “Beneficiaries” page, click on the Edit icon () for
the entry you wish to edit. Make desired changes and then click “Save
you make changes to beneficiary or financial institution information, these will be
reflected in any existing wire or wire transfer template that includes this
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.