Managing Wire Templates

What are Wire Templates?

Wire templates allow you to quickly repopulate frequently used bank information when withdrawing or depositing.

 

 

How do I create a Wire Template?

 

  1. Click ‘Transfer Money‘ at the top.
  2. To the right, click on ‘Templates‘ button.
  3. To the right of the page, click on ‘New Template‘ button.
  4. Fill out any information that you’d like this template to pre-populate when selected.
  5. Click ‘Save‘ button.

 

 

 

How do I edit a Wire Template?

  1. Click ‘Transfer Money‘ at the top.
  2. To the right, click on ‘Templates‘ button.
  3. Find the template that you’d like to edit, click the edit button (pencil in a box).
  4. Enter in, delete or change any information that you’d like this template to pre-populate when selected.
  5. Click ‘Save‘ button.

 

 

Video – Managing Wire Templates