How do I set up a new Payee?

Already have a payee set up and you want to transfer money to their account? Please follow these steps.

1. Log in to your PTSB App and you will arrive on the home page with an overview of your accounts.
2. Select the ‘Transfer’ tab on the bottom navigation bar.
3. If this is the first time you’re transferring to an account, select ‘Add a Payee’.
4. On the next screen; fill out the form by selecting which of your accounts you wish to pay ‘from’, the name of the payee, the IBAN of the payee and a reference.
5. Select ‘Continue’ to confirm the new payee.
6. The next screen will show you a summary of the payee’s details. Select ‘Continue’ to proceed with setting up the new payee.
7. Select ‘Verify’ in the bottom right hand corner of the next screen.
8. The new payee is now set up.

If you are having issues receiving push notifications, please follow these instructions. If you are having issues with the One Time security text message, please follow these instructions.

Related Topics

How do I transfer money to one of my own accounts?

How do I transfer to my PTSB Credit Card?

How do I set up a new Payee?

How do I transfer money to someone else's account?

How do I schedule a payment date to a Payee?

How do I view the details of a Payee?

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