To manage your payment beneficiaries using the Transfer Vault service, follow these steps:
Access your Client Portal through Transfer Vault.
Go to the Recipients section within the Client Portal.
Review the entered details for accuracy, then click ‘Add’ to save the new beneficiary.
If you need to make changes or remove a beneficiary, you can do so from the same Recipients tab.
For seamless management of your accounts and beneficiaries, use the Transfer Vault mobile app available for iOS and Android. Download the app, log in, and start managing your payments effortlessly.
