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Advanced Bill Pay: Add a Payee
4.
Enter the payee’s first and last name and phone number.
5.
Enter a nickname for the payee.
6.
Use the “Category” drop-down to select a category for the payee.
7.
Select the account to withdraw from using the “Default Pay From Account”
drop-down.
8.
Enter the payee’s account and routing number and reenter it to confirm that
is it correct.
9.
Using the “Payee’s Account Type” drop-down, select what type of account the
payee has.
10.
Click the “Next” link.
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