Client Resource Center

Recipient Management

Learn how to setup and manage ACH & Wire recipients.

Screenshot of the Recipient Management page on ANB Go Business.
  1. To manage recipients, click Payments and Transfers, then click Recipients.
  2. Please note that a recipient is an individual or company, which may be either debited or credited via ACH or wire.
  3. To add a recipient, click the +Add new recipient button.
  4. Enter the Display Name.
  5. This is the value that is used when searching for the recipient when linking to a commercial payment or template.
  6. Enter the recipient’s e-mail address.
  7. This is required if the send e-mail notifications for template payments option is going to be selected.
  8. The send e-mail notifications for template payments option generates an e-mail to the recipient at the time the ACH or wire transaction is processed.
  9. The e-mail message does not contain confidential information.
  10. The Payment Type indicator designates which transaction type or types the account is eligible for.
  11. The ACH Only option will display only fields corresponding with ACH.
  12. Enter the recipient’s Account Type.
  13. Type an Account Number.
  14. Enter the Financial Institution (FI) name or Routing Number corresponding with the recipient’s account number in the financial institution search box.
  15. Select the desired Financial Institution.
  16. Select the Refined Search link option to search for a financial institution by City and or State.
  17. This is an optional step.
  18. The Wire Only option will display only fields corresponding with wires.
  19. Enter the recipient’s Account Number.
  20. Enter the Financial Institution (FI) name or Routing Number corresponding with the recipients account number in the financial institution search box.
  21. Select the desired Financial Institution that will receive the wire transfer from the resulting list.
  22. This will populate the Beneficiary FI fields listed on the screen.
  23. The ACH and Wire option will display fields corresponding with both ACH and wires.
  24. Click the check mark button when complete.
  25. Select +Add account button to add an additional account.
  26. Enter the ACH Name and or Wire Name.
  27. These are the values that are inserted into the ACH and wire files.
  28. If the recipient will not be allowed for ACH or wires, leave the corresponding field empty.
  29. Enter ACH ID which is the recipient ID in the ACH file if desired.
  30. This is an optional step.
  31. Enter the recipient’s physical address information on the bottom half of the screen.
  32. Only fields designated with an asterisk are required.
  33. Click Save Recipient when complete.


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