Edit a preferred bank

About this task

Note: You cannot change standard bank information.

Procedure

  1. On the main menu, hover over Tools.

  2. In the Manage section, click Manage Banks.

  3. On the Manage Banks page, select the Preferred Banks tab.

  4. On the Preferred Bank list page in the Bank Name column, click the name of the bank you want to edit.

  5. On the Edit Preferred Bank page, edit the information. This page is similar to the Add Preferred Bank page.

  6. On the Edit Preferred Bank page, click Continue.

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

  8. To save the edits, click Add Bank.

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

Parent topic: Standard and preferred banks