As an Enterprise Admin, you are responsible for adding your company’s wiring instructions. Once you have added these instructions anyone in your organization can easily share them. Click on your name in the upper right-hand corner of the portal, navigate to “Wire Instructions” and then follow the prompts for “Adding Wire Instructions”. Feel free to add as many accounts as you’d like!
How do I add wiring account information?
Tyler Adams, Published on May 4, 2018