To delete a recipient in your OFX account, follow these steps:

1. Log in to your OFX account.

2. On the sidebar menu, select “Recipients.”

3. Use the search bar to find the recipient you wish to delete or scroll through the list of recipients.

4. Click on the desired recipient from the list of results to view their profile and details.

5. In the Recipient summary, click on the “Delete” button located at the bottom left of the page.

6. Delete action permanently removes the recipient.

Why is this page important? 

This information is vital as it allows users to manage their recipient lists effectively, ensuring that outdated or incorrect entries can be removed to maintain an organized and accurate database for transactions.

Next Steps: 

After deleting a recipient, consider:

• Reviewing other recipients to ensure all information is current and accurate.

• Adding new recipients if necessary to replace those deleted.

• Checking any linked transactions or records to update them accordingly.

Related FAQ Articles:

• How do I create a Recipient?