Edit external transfer account information

About this task

You can make limited modifications to the external transfer account information, including modifying the account nickname and enabling or disabling the transfer to or from options.

Procedure

  1. From the Transfers menu, in the Manage section, select External Accounts. The External Transfer Accounts page appears.

    Note: If a Transfers menu is not available, transfer options may be accessed using the Payments menu.

  2. From the list of accounts, click the nickname. The Edit External Transfer Account page appears.

  3. Make changes based on the following:

    Nickname

    Enter a new nickname for the account. The nickname is displayed in this From and To fields when creating transfers.

    Enable For

    Enable or disable the option to Transfer funds to or from this account.

    Note: You cannot disable an option is there are pending transactions for that option.

  4. Click Continue. The Preview External Transfer Account page appears.

  5. Click Submit Account. The External Transfer Accounts page appears showing a success message. The changes are reflected in the accounts list.

Parent topic: External accounts