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How do I edit an existing payee?

If some of your payee information has changed, or you would like to update your payee nickname, you can edit it from within the Account Information tab in the Options window. Locate the payee that needs to be updated in your list and click on its corresponding Options window. Select the Account Information tab from the navigation on the left hand side of the Options window. You can then update the information in the Account number, Category, Nickname, and Phone fields. If we don’t already have a payment relationship with the payee, you will be able to update the Address fields as well. Note: If the Address fields are not editable, don’t worry; that means we have a payment relationship with that payee and get payment delivery instructions directly from them.

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