Search for an ABA Routing Number

Use the Add tab in the Payment Instrument dialog box to search for a financial institution's American Bankers Association (ABA) routing number for a checking or savings account.

To search for an ABA routing number

1. In the Task Panel navigation tree, do one of the following:

• Click Payments.

• Click Arrangements.

2. Click the Search icon next to the Method list box. The Payment Instrument dialog box appears.

3. Click the Add tab and then click ACH or Paper Draft.

4. Click the Search icon next to Routing Information. The search options appear.

5. Do one of the following:

• To search by address. click Address and then type the address criteria.

• To search by phone number, click Phone # and then type the full or partial phone number.

• To search by bank name, click Bank name and then specify the full or partial name of the financial institution.

6. Click Search. The search results appear.

7. Scroll to locate the financial institution and then click Select. The system populates the Routing Information box.

8. Continue the steps to Add an ACH or Paper Draft Account.

Related Topics

Payment Instruments

Arrangements