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Add Counterparty

Updated over 3 weeks ago

If you want to add a new counterparty to your list you need to follow the following steps:

1- You should press on Safes tab

2- You should select the safe you want to transfer money from (from safes list)

3- You should press on Create Payout button

4- You should proceed to Select Counterparty page

5- You should select Create a New Counterparty from the dropdown list in Select Counterparty field

6- You should proceed to New Counterparty Details page

7- You should insert Full Name and valid Mobile Number for the new counterparty

8- You should press Next and proceed to Add New Counterparty Payment Details page

9- You should select the Method from 2 options:

a. SWFT option which means that your counterparty has a SWFT company and you will transfer money from your company to his by selecting it from Company field

b. ACH option which means that your counterparty has a bank account and need to transfer money from your SWFT company to his bank account by selecting Bank from the dropdown list and insert his bank Account Number

10- You should press Add New Counterparty and the new counterparty will be added to your counterparty list

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