Views:
  1. Sign into Banking Circle, then open Recipients in the side bar menu

  2. Click New Recipient in the top right of the page

  3. Enter Name, Account and Financial Institution information for the recipient

  4. Fill in the Address of the recipient, then click Save

 

The new recipient must be authenticated under Strong Customer Authentication (SCA) by using the Authy app. 

Depending on your setup, the recipient may also have to be approved by an internal approver.