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How do I add a recipient to send a payment?

There are two paths to add a recipient to send a payment to:

  1. Add a recipient through the Move Cash Flow

    1. Click Move Cash drop-down

    2. Select Send Payment

    3. Select Link New Recipient Account

    4. Enter external recipient details, including the name, address, account, and routing number
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  2. Add a recipient though the Settings Page

    1. Select your name and settings in the top right corner of the page

    2. Select the Recipients account tab

    3. Click Add Recipient Account

    4. Enter external recipient details including the name, address, and account routing numbers

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