How to add a contact to your Keep Bank account

Adding a contact allows you to seamlessly send payments to vendors, contractors, or other recipients. This article will walk you through the necessary steps to ensure the process is clear and straightforward.

In This Article

1. Ways to Add a Contact
2. How to Add a New Recipient
3. Payment Method Availability
4. Frequently Asked Questions

Before You Get Started

To create new recipient, ensure you have the following details. Having this information ready helps you complete the setup smoothly.

• Recipient Type: Individual or Business
• Full Name or Business Name: Must match official documentation
• Address: Street, City, Postal Code, State/Province, Country
• Bank Details: Account number, IBAN, SWIFT/BIC, or routing/transit numbers (depending on country and payment method)

Ways to Add a Contact

You can add a contact in two ways from the Keep Banking Section:

• While Making a Payment
  1. Go to Send in your Keep Banking dashboard.
  2. Select Add New Recipient (best if you're making a payment immediately).
• From the Contacts Option
  1. Click on  Recipient from your main banking dashboard.
  2. Continue to add new recipient (ideal for setting up contacts in advance)

How to Add a New Recipient

When adding a contact, you’ll need to complete three sections: Contact Details, Address, and Banking Details.

Step 1: Contact Details

• Select Contact Type: Choose Individual or Business based on your recipient.
• Name: Enter the full name or the registered business name.
• Email (Optional): Add an email to send payment notifications or keep a record of correspondence.
• Date of Birth (If Required): Some payment methods require this for compliance purposes.

Step 2: Address

• Street Address: Provide the full address, including Line 2 if applicable.
• City & Postal Code: Ensure both are accurate.
• Province/State: Required if applicable to the country.
• Country: Select the recipient’s country from the dropdown.

Important: Make sure the address matches official documentation to avoid issues with international transfers or compliance checks.

Step 3: Banking Details

• Currency: Select the currency in which you’ll be sending funds (e.g., CAD, USD, EUR).
• Country: The country where the recipient’s bank is located.
• Payment Method: Options vary by country and currency (e.g., SWIFT, ACH, SEPA, FedWire, EFT).
• Account Information: Depending on the payment method, enter details such as IBAN, SWIFT/BIC, Routing Number, or Transit Number.
• Review & Save: Double-check all entries before confirming to prevent transaction delays.

Payment Method Availability

Payment methods vary based on the recipient’s country and the currency you’re sending. Keep Banking will only display the options supported for the specific country-currency combination you select.

If you have more questions, check out our Keep Banking Payment Guide.

Frequently Asked Questions

1. Can I receive funds through this process? No. Adding a contact is only for sending payments. To receive funds, use the Request Money or Deposit Funds feature to share your bank details.
2. Why don’t I see a particular payment method for my contact’s country? Payment methods depend on the recipient’s country and currency. If a method like ACH or SEPA isn’t available, it likely isn’t supported for that specific combination.
3. Can I edit or remove a contact later? Yes. Go to Contacts, select the contact you want to modify, and choose Edit or Delete.

Need More Help?

If you have any additional questions or need further assistance, please reach out to our Support Team at support@trykeep.com. We’re here to help ensure your payments go through smoothly!