Bell Bank Your Guide to Business Online Banking

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Beneficiaries Beneficiary Overview

A Beneficiary is any person or company that receives payments from your business. For easy access on the Beneficiary Management page, you can set up individual profiles, so funds can be sent to or received by a Beneficiary. After they are created, so that you can include them in multiple payments or templates.

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In the Payments & Transfers tab, click Manage Beneficiaries . A. The following information presents for each Beneficiary: • Name • Email address • Number of accounts they have B. Click the display name, number of accounts, or email address. C. Click the icon to make edits to or delete a specific Beneficiary or view payment history. icon next to the appropriate column to sort Beneficiaries by

Administration (Advanced): Beneficiary Overview