The Recipient List contains the recipient information for ACH and Wire transactions. The Recipient List differs from a Profile in that it is used for a limited number of transaction types and does not contain narrative and custody/trust account information.

Recipients can be used for ACH and Wire transactions, as well as Local Check Print transactions.  New Recipients are created from the Recipient List page.

From the Recipient List you can:

• Create recipients

• Monitor recipients

• View, Edit or Delete recipients

Creating a Recipient ahead of time saves time when creating transactions.  A Recipient stores recipient name and address, bank account information, and For Further Credit Instructions.

Create New Recipient

Unlike Profiles, there is no way to save only the recipient information as a transaction is being created and use it for future use. Recipients must be created and saved ahead of time.

1. Click Create New

2. The Create Recipient page opens

3. Alias, Recipient  Name,  Usage  (ACH  or  Wire),  and  some  of  the  Account Information fields are required fields

4. Once required fields and any additional optional fields are populated accurately, click Create at the bottom of the page to create this recipient

Note: Recipients may only be created from the Recipient List page.  There is no way to save only the recipient information as a transaction is being created.  

To use created Recipient information:

1. Click on Recipients when entering the To account information when creating a new transaction  
2. This will display a list of available recipients  

3. Click the Select button to choose the recipient