iBank
Commercial Banking – Creating a New Beneficiary Template for International Wire Transfers User Guide
Step 1
From your iBank Dashboard, click Transfers and select Manage Beneficiaries.
Step 2
For international wire transfers, select the tab for International Accounts, then click Add Beneficiary.
Step 3
Fill in the fields.
Step 4
Click Continue to register a new beneficiary.
Step 5
Once the beneficiary is created, click Transfers on the menu bar, then select Manage Templates to create a new template. Select the Transaction Type from the dropdown options, then click Continue.
Step 6
Select the tab for International Wire. Fill in the fields and complete the steps to create a new beneficiary template.
Step 7
Once the template is created, click Transfers on the menu bar then select Transfer Funds.
Step 8
On the Transfer Funds page, click the tab for International Wire.
Step 9
Click Initiate From Template.
Step 10
Select the beneficiary template you wish to transfer to by clicking the three-dot icon at the end of the row. Click Initiate Transaction.
Step 11
Review the template details. If everything is correct, click Continue.
Step 12
Select the approver of the transaction by clicking Lookup to find the correct Approver User ID.
Step 13
Review the transaction details. If everything is correct, click Submit.
Step 14
You have completed your international wire transfer.