Viewing Beneficiary Details
View the details panel and page of any beneficiary in the Client Portal.
You can view a beneficiary right from the Client Portal by logging in and navigating to Disburse > Beneficiaries.
Sign in as described in Accessing the Client Portal and navigate to Disburse > Beneficiaries.
The Beneficiaries page appears.
Select any beneficiary on the table.
The Beneficiary details panel appears.
Note: To view the Description of each detail, refer to the Listing Beneficiaries page.
To view the Beneficiary details page from the details panel, click on the More details link.
The Beneficiary details page appears.
The section that appears includes the following:
Beneficiary details
Payout Methods
Note: To view more details about each payout method refer to the Viewing Payout Methods page.
Recent Payouts
Note: To view the description of each recent payout refer to Listing Payouts.
For a description of the information displayed, see Listing Beneficiaries.