Add a preferred bank

Procedure

1. On the main menu, hover over Tools.

2. In the Create section, click Preferred Bank.

3. On the Add Preferred Bank page, enter or select the bank's information.

4. Click Continue.

5. On the Preview Preferred Bank page, review the information.

6. To add the bank to your preferred banks list, click Add Bank.

   The bank will appear on the Manage Banks page under the Preferred Banks tab.