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How to change your recipient's details (lightning experience)
How to change your recipient's details (lightning experience)
Updated over a week ago

Changing your recipient's details

This is a guide on how to change your recipient's details, if they changed or are incorrect.

Step 1

Log in to the Verto platform.

Step 2

From the left hand sidebar, select the Customer Hub icon, the fifth icon down.

Step 3

Select the Beneficiary drop down, to reveal the My Accounts and My Recipients sections. Then, choose:

  • My Accounts if you are adding a recipient which is a bank account in the name of your organisation, or the the owner of your company.

  • My Recipients if you are adding a recipient which is another organisation's or individual's bank account.

Step 4

Select the recipient which you would like to edit. On the top right hand side, click the pencil icon.

Step 5

Click the edit button on the section of details which you would like to change, and enter the correct details.

Step 5

Click Continue, and an OTP will be sent to your phone number. If you don't have access, get the OTP through email or another method. Enter the OTP, and click Update Account.

Your beneficiary will be updated, and ready for payout!

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