1. In Configuration, click Financial Institutions 
  2. Click New Financial Institution.
  3. Add all appropriate information
    Note: If you have the EFT module, and this is a branch where you transfer funds electronically:
    • Mark the Sponsoring Bank checkbox (which indicates to The Raiser's Edge that this is your organization's bank) 
    • Enter the Account name, Account number, and User number
    • In the Electronic Transfer Information frame, enter the Transit/Routing # the bank uses to direct electronic transfers 
    • Mark the Immediate origin
  4. Enter any additional information about the institution in the Notes box
  5. Click Save and Close on the toolbar