Naar de hoofdinhoud
How can I search, amend or remove a beneficiary?
Loubaba Rais avatar
Geschreven door Loubaba Rais
Meer dan een jaar geleden bijgewerkt

To search for a specific beneficiary:

  • Click on Beneficiaries tab from your Dashboard

  • Tap the name, the alias, the account number or the Iban

  • You can also filter your beneficiaries by currency, country or creation date

To edit or remove an existing beneficiary:

  • If the beneficiary has never been paid you can amend all details.

  • If the beneficiary has been paid. you will be able to amend the 3 following fields:

    Alias - Email - Permanent reference

  • If the name, the account number, the address have changed you will need to remove the beneficiary and create the new details as a new one.

To edit a beneficiary:

  • Click on Beneficiaries tab from your Dashboard

  • Select the beneficiary you would like to edit

  • Click on the pencil icon close to each to each of the 3 fields and press the blue check to save.


To remove a beneficiary:

  • Click on Beneficiaries tab from your Dashboard

  • Select the beneficiary you would like to remove

  • Click on remove on the top right.

Was dit een antwoord op uw vraag?