How to add new beneficiary?
Here you can find instructions step by step how to add a new beneficiary (money transfer’s recipient).
- Log in to the platform.
- When you are on the home page, press the “Withdraw funds” button.
- Click on blue button „Add beneficiary”.
- Select the transfer type. If you’re transferring money to a bank account, select “External Transfer”. You also have the option to send money to another Trejdoo user or IgoriaCard user as well.
- Enter a name for the payment template so that you can more easily recognize this account in your list. If you select a template as trusted, no additional SMS verification will be required when making subsequent transfers to this account.
- Select the account from which the funds are to be sent and the currency in which the transfer will be made.
- Choose whether the transfer will be made to a bank located in Poland or abroad.
- Specify whether the account you’re sending money to is your own account („Internat transfer to account”) or if it belongs to another entity („Foreign account”). If you pay off the loan, select the option: “Credit account”.
- If you chose the option: “Internal transfer to account”, the name and surname / name as well as the address were entered automatically. If you are sending money to a foreign account, please enter the name and address of the recipient now. The same should be done with the option “Credit Account”.
- Type in the recipient’s bank account number.
- If you make a transfer to an account in a foreign bank, use the SWIFT code search engine. To search for the recipient’s bank, enter the SWIFT number or the name of the bank and press the “Search” button. Find on the displayed list the bank in which the transfer recipient has an account and press the “Select” button. Bank details will be provided in the appropriate place on the form.
- You can enter the amount of the transfer (e.g. if you are making recurring transfers with a fixed amount), or you can leave the field blank.
- Select the mode in which the transfer is to be made: standard or express. More information about the cost of transfers can be found (here).
- Enter the transfer title, If you want, you can leave this field blank.
- If everything is correct, you can approve the template by clicking the “Add template” button.
- Summary information for the new payment template has been displayed. If the information provided is correct, enter the code you received in the SMS. Click the “Next” button.
- A green message confirms that a new template has been added. From now on it will be visible on your „Recipients list”. If you want to make a transfer, just select it from the list and press the “Make transfer” button.