Send Money With Zelle - Mobile

  • Updated

Note that the option to send money with Zelle only appears if your app provider uses Zelle for money transfers.

  1. From the Dashboard, tap Payments, then Send Money with Zelle.

  2. If you haven’t already, choose a primary account to use.

  3. Select whether you want to send or request money.

  4. Select the person you want to send money to or request money from.

    • You can also search for the person by name, email, or phone number.

    • If you haven’t added the person to your contacts, tap the “+” on the top right and add a first name, last name, payment method (email, phone number, or account number), and mobile phone number.

  5. On the next screen, enter the amount (a minimum of $5 is required), then tap Review.

    • If sending money, choose when to send (the default is “Today”), the frequency (the default is “One Time”), and add a memo if you like. Then use the slider at the bottom to send. You will see a confirmation screen.

    • If requesting money, add a memo if you like. Then use the slider at the bottom to send. You will see a confirmation screen.

TO ADD ZELLE CONTACTS:

  1. From the Dashboard, tap Payments, then Zelle Contacts.

  2. Tap the “+” on the top right to create a new contact or add one from your device contacts.

    • To create a new contact, tap Create New Contact and add a first name, last name, payment method (email, phone number, or account number), and mobile phone number. Then tap Save.

    • To add a contact from your device, tap Add From Device Contacts. You will need to allow access to your contacts to continue. Then select any contact you’d like to add, update any information, and tap Save.

 

 

Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.

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