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Business ACH Services: How to Add, Edit or Delete a Recipient

The Recipients tab allows you to add, edit, and delete ACH recipients for your organization. After you add an ACH recipient, you can add the recipient to an ACH template and schedule the transaction in a template. Use the Search Recipients field to locate an existing recipient, and the Sort by field to sort the search recipient list by Category, Name, or ID.

Mobile

If you're using a mobile device, follow the steps below. For computers, go to the desktop steps

Select Menu from the bottom right.

Adding, editing or deleting recipients on mobile, step 1

Tap Business ACH and select Recipients.

Adding, editing or deleting recipients on mobile, step 2

Create a New Recipient

Tap the plus sign at top right to add a new recipient.

Adding recipients on mobile, step 1

Fill in the Recipient details:

  • Name
  • Nickname (optional)
  • Account number and confirm account number
  • Account Type (type of account at other FI)
  • Routing Number at other institution
  • ID Number (optional – such as an employee or vendor number)
  • Add or Edit Category (optional)

Adding recipients on mobile, step 2

Tap Save.

Adding recipients on mobile, step 3

You will see a message confirming your new recipient was added.

Adding recipients on mobile, step 4

Edit a Recipient

From the Recipients screen, tap Edit to adjust your recipients.

Editing recipients on mobile, step 1

Make changes to the recipient and tap Save.

Editing recipients on mobile, step 2

You will see a message confirming your recipient was updated.

Editing recipients on mobile, step 3

Delete a Recipient

From the Recipients screen, select the recipient you want to delete.

Deleting a recipient on mobile, step 1

Tap Delete on the top.

Deleting a recipient on mobile, step 2

On the confirmation page, tap Yes to delete the recipient.

Deleting a recipient on mobile, step 3

You will see a message confirming your recipient was deleted.

Deleting a recipient on mobile, step 4

Desktop

If you're using a computer, follow the steps below. For mobile devices, go to the mobile steps

Click the three dots (...) at top right to open the More menu and select Business ACH.

Adding, editing or deleting recipients on desktop, step 1

From the sidebar menu, click Recipients.

Adding, editing or deleting recipients on desktop, step 2

Create a New Recipient

Click Add New Recipient at top right.

Adding recipients on desktop, step 1

Fill in the Recipient details:

  • Name
  • Nickname (optional)
  • Account number and confirm account number
  • Account Type (type of account at other FI)
  • Routing Number at other institution
  • ID Number (optional – such as an employee or vendor number)
  • Add or Edit Category (optional)

Adding recipients on desktop, step 2

Click Save.

Adding recipients on desktop, step 3

You will see a message confirming your new recipient was added.

Adding recipients on desktop, step 4

Edit a Recipient

From the Recipients screen, click Edit to adjust your recipients.

Editing recipients on desktop, step 1

Make changes to the recipient and click Save.

Editing recipients on desktop, step 2

You will see a message confirming your recipient was updated.

Editing recipients on desktop, step 3

Delete a Recipient

From the Recipients screen, click the recipient you want to delete.

Deleting a recipient on desktop, step 1

Click Delete at top right.

Deleting a recipient on desktop, step 2

On the confirmation page, click Yes to delete the recipient.

Deleting a recipient on desktop, step 3

You will see a message confirming your recipient was deleted.

Deleting a recipient on desktop, step 4