GrantSmith Grants Portal

How to Manage IBAN Bank Accounts

Updated on

The Grant Portal enables invited applicants and grantees to update banking account information and also deactivate accounts that are no longer valid.

Please note only the contact associated with your organization will have the user rights to add or update organization profile and related records.

  1. Once in the Portal, select Organization Profile from the top navigation bar.

View active bank accounts

  1. Scroll to the bottom of the record to the Banking Information tab.
  2. View all active bank accounts.

How to add new IBAN bank account

  1. Scroll down to the bottom of the record to the Banking Information tab.
  2. Click [Add New].
  1. Select Bank Type:
  • IBAN - International Banking Accounts Number

If your bank is not located in the United States or does not use IBAN numbers - please select International.  It is not a requirement to have a corresponding or intermediary for these accounts.

Enter IBAN account details

Field Description
Nickname (optional) An alias or acronym for the bank account that allows you to quickly identify. 
Bank Name (required) The legal name for the financial institution
Account Holder Name (required) The name of the organization or individual that owns the bank account. This must match the name on record with the financial institution to ensure proper processing.
IBAN Number (required) Enter the international number used to identify your account at the financial institution. Please ensure that this number is accurate as it used to match the bank's name.
SWIFT/BIC Number (required) Enter the Bank Identification Code. This is typically eight to eleven alphanumeric characters and will be used to identify the financial institution.
Branch (optional) Enter the Branch name for the financial institution
Sort Code (optional) This is typically a six-digit number used to identify specific branches.  Mostly used by UK banks.
Transit Code (optional) Also known as the Routing Transit Number, typically a nine-digit code used in countries such as Canada.  
Street (required) Street address of the Bank or Branch
City (required) City for the address of the Bank or Branch
Zip/Postal (required) Zip and/or postal code of the Bank or Branch
Country (required) Country for the address of the Bank or Branch
Does your bank accept USD? Click on the dropdown to select Yes or No

How to deactivate a bank account

  1. Scroll down to the bottom of the record to the Banking Information tab.
  2. Find account to deactivate.
  3. Click on the action arrow and select Deactivate.
Previous Article How to Manage US (Domestic) Bank Accounts 
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