--- title: How to add a contact to your Keep Bank account description: 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 straight --- [Skip to content](https://help.trykeep.com/how-to-add-a-contact-in-your-keep-banking-account#main-content) English Show submenu for translations [![logo](https://help.trykeep.com/hs-fs/hubfs/logo.png?width=75&height=75&name=logo.png)](https://www.trykeep.com/) Open main navigation Close main navigation - English Show submenu for translations - trykeep.com trykeep.com Hello, How can we help you? - There are no suggestions because the search field is empty. 1. [Help Centre](https://help.trykeep.com/?hsLang=en) 2. [Banking](https://help.trykeep.com/banking?hsLang=en) # 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](https://app.trykeep.com/banking/v2): - **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](https://help.trykeep.com/keep-banking-payment-guide?hsLang=en).** #### **Frequently Asked Questions** 1. Can I receive funds through this process? No. Adding a contact is only for sending payments. 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](mailto:support@trykeep.com)**. 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