Individuals are automatically added to your personal beneficiary table/report when you pay them the first time or if they register via your branded signup. If they are not on the list for some reason, you can search and add them to your beneficiary table. This is useful for reporting purposes.


If you like to add them go to the "Beneficiaries" option 


1. Click on "Beneficiaries" in the left-hand menu

2. Search by name or email 

    - if they have an existing account click "Add." 

    - if they do not appear in the search field, click "Add New Personal Beneficiary."