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External recipients are saved bank accounts you can send payments to. Instead of entering routing and account numbers every time, save a recipient once and select them when you move money.

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Adding a recipient

  1. Go to External recipients and select Add new
  2. Enter the recipient’s details:
    • Name — the account holder’s name
    • Nickname — a label for your reference (e.g., “Lab supplier”)
    • Holder type — business or individual
    • Account type — checking or savings
    • Routing number and account number
  3. Save the recipient
The recipient is now available when sending external payments.

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Archiving a recipient

If you no longer need a recipient, you can archive them. Archived recipients are removed from the active list but can still be viewed in past transactions.