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Change my payee information

Here's how to make changes to your payee information, including your bank record info, preferred payment method and preferred tax form.

  1. Log in to your ITEGY account.
  2. Click this icon in the upper-right corner:
    click person icon
  3. Click Account Settings.
    click account settings
  4. Verify that your contact information is accurate. If necessary, click Edit to make changes and then click Save when you're done.
  5. Click Payees (you might need to scroll down a bit).
    click payees
  6. Next to the Payee account you want to edit, click View/Edit.
  7. In the Payment Details Entry page, click Edit to make changes. When you're done here, click Next.
  8. From the Payment Method list, select a payment method and then enter your banking information. When you're done, click Next.
    choose a payee account payment type

    Note: You get paid when the balance due reaches the minimum threshold amount. There may be a transaction fee for each payment.

  9. Select a tax form from the list, complete the information as needed, and then click Next. You're all done!

More info

  • We'll send an email notification for account activities, like updates to your payee info or tax form status.
  • If you need help determining which payment method is right for you, we recommend talking to a business or tax lawyer.
  • For information on payee accounts, see Setting up Payee Accounts.