Adding a new beneficiary on a fintech app like Bold is easy and straightforward. Here’s a comprehensive guide to getting it done:
- Click Send Money Icon
In the middle of the screen, you should see a blue button labeled Send. Click on this button to access the transfer panel.
With Bold you can add a new beneficiary every time you make a transfer. So go ahead and make a transfer.
3. Add New Beneficiary
Once you have entered the details of your recipient, you will see the option to add them as a beneficiary.Tap on it to proceed.
Once you complete the transaction, that will be it! Your recipient will receive the funds and will be added to your account as a new beneficiary.
