How do I edit bank beneficiary details?

Modified on Thu, 27 Nov, 2025 at 12:44 PM


Updating of bank beneficiary details from the Moneybase App: 


  1. Log in and go to 'Pay' on the bottom menu
  2. Tap on the search bar, and select 'Accounts', and select the recipient 
  3. Long press the beneficiary name and drag to the left
  4. Tap the pen icon to update the currency, and 'Continue'
  5. On the next screen update the beneficiary details, and 'Continue'
  6. You will now receive a six-digit code by SMS for verification
  7. Enter the six-digit code and you will be notified, 'Beneficiary Edited Successfully' 



Updating of bank beneficiary details from web login at live.moneybase.com:


  1. Log in and go to 'Payments' on the left hand-side menu
  2. Tap on Beneficiaries, and select 'Own Accounts', or 'Third Party'
  3. Tap on a saved beneficiary and tap the pen icon, 'Edit', at the bottom
  4. Update all the required fields for the beneficiary account, and select 'Continue'
  5. You will now receive a six-digit code by SMS for verification
  6. Enter the six-digit code and you will be notified, 'Beneficiary Edited Successfully' 

 

You may view and transfer to any of your saved beneficiaries by clicking on Own Accounts or Third Party

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article