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How to Add/Edit a Contact

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Written by Jonathan Turner
Updated over 10 months ago

To add someone you do frequent business with as a contact to make transactions smoother, tap into the position of the business you want to add the contact to.
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Locate the "Contacts" section of the Account Details page and select "View All".
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From here you will see your list of existing contacts if applicable as well as the "Add" button to create a new contact. To create a new contact you will need to know the following:
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First Name/Business Name
Last Name
Mobile Number
Email
Account Number
Routing Number

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