How do I add or remove a payment beneficiary?

To manage your payment beneficiaries using the Transfer Vault service, follow these steps:

1. Sign In

Access your Client Portal through Transfer Vault.

2. Navigate to Recipients

Go to the Recipients section within the Client Portal.

3. Add a New Recipient:

4. Confirm and Save:

Review the entered details for accuracy, then click ‘Add’ to save the new beneficiary.

5. Edit or Delete:

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.

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