A Complete Guide to the Transfer & Pay Page

The Transfer & Pay page provides a centralized, intuitive, and secure place to manage all your money movement. Whether you need to move funds between your own business accounts, schedule recurring vendor payments, or execute domestic and international wire transfers, everything is organized into a single dashboard designed to streamline your financial workflows.

What You’ll Find on the Transfer & Pay Page

The Transfer & Pay page is organized into distinct functional sections so you can quickly initiate, approve, and track any transaction:

1. Quick Action Tabs

Persistent, quick-action buttons in the upper-right corner of the page that allows you to:

• Transfer Funds: Initiate an immediate transfer from anywhere on the page without losing your place or navigating away from your current view.
• Support: Quickly access the Help Center in-app, explore FAQs and user guides, send a secure message, or launch a live chat session with Client Services for real-time assistance.
• Settings: Manage contact information, recipient and payee records, security settings, and communication preferences. You can also connect external accounts, generate read-only API tokens, and obtain personal connection links to integrate your account with AI assistants such as Claude and ChatGPT.
• Log Out: Securely terminate your active banking session to protect your account and sensitive financial data.

2. Workflow Navigation Tabs

Located directly beneath the main page header, these tabs allow you to monitor and manage end-to-end payment workflows:

• Payment Activity: View real-time status updates and historical records across all past, pending, and completed ACH or domestic wire transactions.
• Pending Approvals: Review, authorize, or reject transactions submitted by team members that require dual approval or administrative sign-off.
• Recipients: Add, edit, verify, and organize saved payee profiles, routing details, and account numbers.
• Manage Templates: Create, update, and manage reusable ACH, domestic and international wire templates to accelerate recurring disbursements.

3. Self Transfers

Easily move money between your Grasshopper accounts and linked accounts at external financial institutions registered under your personal name or your business's legal entity.

4. Payments

A comprehensive suite of outgoing payment methods to pay vendors, contractors, employees, and institutions outside Grasshopper:

• ACH Payment: Send standard or same-day ACH transfers to any individual or business account within the United States.
• Domestic Wire: Transmit secure domestic wire transfers for time-sensitive, same-day payments across the country.
• Import File: Save time by uploading standardized NACHA or CSV files to process multiple ACH transactions and domestic wires in batches.
• Bulk Payments: Submit ACH payments to multiple recipients at once without having to prepare a separate upload file.
• Bill Pay: Centralize accounts payable by scheduling one-time, recurring, or future-dated payments and managing all vendor bills in one place.
• Loan Payments: Submit or schedule one-time or recurring payments for full installment amounts, custom sums, or principal-only reductions.

5. Other Payment Services

Send outbound USD wire transfers to international vendors, contractors, or partner entities located outside the United States.

Helpful Resources & Policies

Before initiating high-value or time-sensitive transactions, consult these guides to ensure smooth processing.

Support

If you encounter any issues or need further assistance, you contact Client Services Monday-Friday 9am-9pm ET by dialing 888.895.9685 or emailing support@grasshopper.bank.

For your convenience, we also offer support via secure message or chat.