Resource center

Recipient upload from batch

  1. Select the ‘Transfers & Payments’ menu and then select ‘Payments & Wires’.Transfer Payments menu select Payments Wires
  2. Select ‘New Payment’ and then select the desired Payment Type. Select New Payment and ACH Payment
  3. Select “Upload From File’.  Upload from File
  4. Select the ‘Import File’ box to browse and select the file to be uploaded on the computer.
  5. Select ‘Save Recipients’ to automatically add the recipients into the master recipient list.

NOTE: Select ‘Upload File’ if the ACH or wire file will need to be processed by SVB Private.

Search Upload File and Save Recipients
NOTE: A confirmation screen will appear when the file import and all necessary information have been successfully completed. 
Confirmation Recipients Imported

NOTE: If there is a problem with the file being imported, an overlay message will appear on the screen with a notification.

Potential examples may include:

  • ABA number contains more or less than 9 digits.
  • File being imported is not in NACHA or CSV format. 
    • File Not Valid