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How to add another account to a recipient

This article shows you how to add another bank account to a recipient you have already saved.

Before you start

  • The recipient must be Active. If they are Pending, To do, or Inactive, you will not be able to add another account yet.
  • Have the recipient's new bank details ready. The information we ask for depends on the bank's country and currency.
  • For some countries, we may also ask for additional details before you can save the account.

 

How to add another account

Step 1: Find your recipient

  • Log in to your Send account.
  • Go to the Recipients page.
  • Stay on the Active tab (this is the default).
  • Select the recipient you want to add an account to.

[Suggested visual: screenshot of the Recipients page with the Active tab selected.]

Step 2: Click "Add account"

  • On the recipient's page, click Add account.

[Suggested visual: screenshot of the recipient details page highlighting the Add account button.]

 

Step 3: Choose the bank's country and currency

  • In Where their bank is located, choose the country.
  • In What currency you will be sending, choose the currency.
  • Click Next.

 

Step 4: We may ask you to create a new recipient instead

  • In some cases, you may not be able to add another account to an existing recipient.
  • If that happens, we will let you know on screen and ask you to create a new recipient instead.
  • For help, see "How to add a new recipient".

 

Step 5: Confirm the recipient's details

  • If the recipient is an individual, you will see their full name and address.
  • If the recipient is a business, you will see the registered business name and registered business address.
  • Check the details are correct, then click Next.

[Suggested visual: screenshot of the confirmation screen.]

 

Step 6: Add tax details (if needed)

  • For some countries, we may ask for additional details before you can save the account.
  • If we need tax details, we will ask for them next.
  • For more on the type of tax code we may ask for, see the Tax codes articles in the Help Centre.

 

Step 7: Enter the new bank details

  • Account name (the name on their bank account).
  • Enter the bank codes and account details shown on screen.
  • The fields will change based on the country and currency you selected.
  • Check every field carefully.

[Suggested visual: screenshot of the bank details form.]

Step 8: Check the bank validation

For some countries, we automatically check the bank code you entered. We do this for:

  • ABA routing number (United States)
  • BSB (Australia)
  • Clearing Code (Canada)
  • Account number (New Zealand)
  • Sort Code (United Kingdom)
  • SWIFT/BIC (many countries)
  • Bank Code (South Africa)

When validation is available, you will see a panel showing the bank's name and country. We will also let you know if the bank is located in a different country to the one you chose.

  • If the bank name and country look right, click Next.
  • If anything looks wrong, check the details with your recipient before continuing.

 

Step 9: Save and pay

  • The new account is saved against the recipient.
  • Once an account is approved and active, it will appear in the Pay drop-down.
  • To pay this account, open the recipient's page and click the Pay drop-down on the top right.

 

What happens next

  • The new account will go through a compliance check.
  • While the check is in progress, the account will not be available to send money to.
  • We will email you with an update once the review is complete.
  • If we need more information, we will email you, and the account may show as Pending.

 

Common questions

I can't see the Add account button

  • The Add account button is only available for recipients with an Active status.
  • If the recipient is Pending, To do, or Inactive, you will not be able to add another account yet.
  • Follow any outstanding steps shown in your account, or wait until the recipient becomes Active.

 

The bank validation shows the wrong bank or country

  • Double-check the bank code you entered (BSB, Sort Code, SWIFT/BIC, and so on) for any typos.
  • Confirm the details with your recipient before continuing.
  • If you are not sure what code to enter, see the Bank codes articles in the Help Centre.

 

It's asking me to create a new recipient instead

  • In some cases, you may not be able to add another account to an existing recipient.
  • If you see this message, follow the steps in "Can I open an account for someone else?" to create a new recipient.

 

I'm not sure what tax code to enter

  • The tax code we ask for depends on the recipient's country.
  • See the Tax codes articles in the Help Centre for what to enter.
  • If you are still not sure, check with your recipient or contact our support team.

 

The new account isn't showing in the Pay drop-down

  • New accounts go through a compliance check before they can be used.
  • The account will appear in the Pay drop-down once it has been approved.
  • Check your email for an update on the review.
  • If you have any concerns, contact our support team.


Contact us

Call Us

Phone: 1800 982 418
International: +61 7 5619 5700
Hours: 8:30am - 5:30pm AEST/AEDT, Monday - Friday

Email Us

info@sendpayments.com