How do I add or remove a payment beneficiary?

Before making any payments with 3S Money, you must set up a beneficiary (or recipient) in your Client Portal. A beneficiary can be either a person or a business entity.

 

To add a beneficiary, you must have their name, address and bank details available. You'll then need to sign into your Client Portal and do the following:



Step 1


Visit the Recipients tab in the Client Portal.

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Step 2


Select 'Add Recipient'.


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Step 3


Select the currency account you'd like from the 'account' drop-down menu.


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Step 4


Add the recipient's details (making sure the bank country is correct).

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Step 5


After adding and checking the recipient details - click 'add' to set up the new beneficiary. 

 

Once added, you can amend or delete beneficiary details within the same tab.
 
If you need any help using your 3S Money account or Client Portal, please contact your Relationship Manager.



Download the 3S Money app


You can now manage your accounts and beneficiaries with our mobile app for iOS and Android. Download the app and sign in to get started.




Last updated: 02/05/24



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