1. In Configuration > click Financial Institutions
  2. Open the financial institution with the routing number to change
  3. Make the appropriate changes to the Transit/Routing No. field
  4. Click Save and Close
Additional Notes:
  • Enter the first 8 (eight) digits of the 9 (nine) digit bank routing number. (Only the first eight digits are needed. The ninth digit is a "check digit" and is based on the first eight digits. The bank/financial institution will get all 9 numbers.)
  • Updating the routing number in Config > Financial Institutions will update all bank/financial relationship records on constituents that use this bank/financial institution record.