Can I change the financial institution on a recurring payment or a payment I have already scheduled
Log in to your account. Select Payments from the left navigation, then Scheduled Payments or Recurring Payments. When your list of payments appears, select the Edit link. NOTE: You can change the financial institution on any payment that has not been processed. Payments are processed after 4:30 pm Pacific time on the business day you specified the payment to be made.
How do I add a financial institution so that I can make payments?
Log in to your account. Select Financial Institutions from the left navigation. Next, select the Add financial Institution button and follow the steps. To view a demo, click on the training video for Add Financial Institution.
How do I modify a Financial Institution?
Log in to your account. Select Financial Institutions from the left navigation. Then, select the 'Edit' link next to the financial institution you wish to modify and make your changes. NOTE: Only the description and default selection can be modified.
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