Editing or Deleting a Recipient
Update recipient details, change assigned templates, or remove a recipient you no longer pay.
Fraud Alert: Scammers are texting and calling as TRB’s Fraud Department. TRB’s Fraud Department will never call you, text you a link, or ask for your username, password, or token code verbally or via text. If contacted, hang up and call us at 855-534-4433.
Videos and step-by-step guides for Business Online Banking.
Start here: a walkthrough of the home page and how to find your way around Business Online Banking.
Create a login for a new employee and assign their role. The guide also covers editing, deleting, and unlocking a user.
Add a recipient once, then use them in any payment or template.
Start here. What a recipient is, and how profiles work across wire and ACH payments.
How will you pay them? Choose the setup that matches.
Add a recipient you will only pay by ACH.
Add a recipient you will pay by both ACH and wire, including beneficiary and intermediary bank details.
Add a recipient you will only pay by domestic wire.
Add a recipient you will only pay by international wire, including IBAN and SWIFT/BIC options.
Update recipient details, change assigned templates, or remove a recipient you no longer pay.
Find, use, edit, and delete payment templates. Creating a template is covered in each Moving Money guide.
Choose a payment type. Each guide covers building a reusable template and sending a one-time payment.
Build a domestic wire template and send a single wire to any recipient in your country, start to finish.
Watch the full walkthrough: Wire InitiationCreate an international wire template and send a wire to a recipient abroad, including currency selection.
Watch the full walkthrough: Wire InitiationSend multiple ACH payments at once. Build the template, then draft or approve a batch.
Watch the full walkthrough: ACH InitiationCollect funds from multiple recipients with a reusable template or a one-time collection.
Watch the full walkthrough: ACH InitiationPay multiple employees from a template or a one-time payment, including splitting pay across accounts.
Start a federal or state tax payment through EFTPS, up to 30 days in advance depending on your approval rights.
Approve or cancel single, multiple, and recurring transactions, and view wire activity.
Run reports on your accounts and import payments from a file instead of typing them in.
Find your reports, create transaction and wire reports, and edit or delete a report.
Run ACH, balance, cash position, checks paid, and other activity reports.
Import recipients and amounts from a CSV file using a new or saved file map.