Payments & Transfers: Employee/Individual Payments

You must be enrolled to access the Employee/Individual Payments service. To enroll, visit the Document Center on the Service Center main page to download the Request for ACH Payment Service form. You may also call Customer Service at 800-273-1057. Or stop by your nearest BBVA Compass branch for more information.

How do I set up an account for Employee/Individual Payments?

Note: When making Employee/Individual payments, the payee or destination account must be a consumer checking, savings or money market account.

  • 1. Move your mouse over the Payments & Transfers tab, and then click on Employee/Individual Payments. Then select the Manage Accounts tab. If you have previously added any account for Employee/Individual Payments they will be displayed on the Manage Accounts tab.
  • 2. To add a new account for Employee/Individual Payments, place your mouse over the Add Account button and click to select.
  • 3. Click your mouse inside the Name on Account box on the Add Account page and type the name as it appears on the account to which you will be sending payments.
  • 4. To give the account an easy-to-remember name, click your mouse inside the Nickname box and type your nickname (optional).
  • 5. Move your mouse over the down arrow in the Account Type box and click to display account types. You can choose Checking, Savings or Money Market. Move your mouse over your choice then click.
  • 6. Click inside the ABA Routing Number box. Enter the nine-digit routing number for the account you are adding. Since you don’t own this account, you will have to get this information from the account holder.
  • 7. If you have entered a valid ABA Routing Number, the Bank Name box should automatically display the name of the bank related to the ABA Routing Number you entered in Step 6.
  • 8. Next, click inside the Account Number field. Enter the account number for the account you are adding. Since you don’t own this account, you will have to get this information from the account holder.
  • 9. After entering the Account Number, the user must check the checkbox that says "The Employee/Individual has agreed to the electronic deposit of funds directly into his/her account." You are responsible for obtaining written permission from your payee and keeping this on file. Click the Next button.
  • 10. Review the information for the account you’ve added and if it is correct, click the Submit button. You will receive an Account Added message when the new account has been successfully added. Click the OK button to return to Manage Accounts.
How do I send Employee/Individual Payments?
  • 1. Move your mouse over the Payments & Transfers tab, then click on Employee/Individual Payments.
  • 2. For Step 1, click on the Make Payment tab. Select the account from which you would like to make the employee or individual payment by clicking on the down arrow next to the From box. Move your mouse over one of the accounts displayed, and then click to choose the account.
  • 3. To select the account to which you would like to make the transfer, click the down arrow next to the To box. Move your mouse over one of the accounts displayed, and then click to choose the account.
  • 4. Click your mouse inside the Amount field and enter the dollar amount you would like to send. Click the down arrow in the Frequency field and then select how often you would like to make this transfer. If you select a frequency of more than One-Time, click in the Number of Transactions field and type in the number of transactions you would like to schedule.
  • 5. Click on the Calendar Tool icon to display the available dates that your transfer can be made. Move your mouse over the date you have chosen and click that date. If you choose a frequency of Monthly, you also have another option instead of using the calendar tool. Click on the Last Day of the Month button, then click on the down arrow and select the month you wish to start the transfers. When finished, click the Next button.
  • 6. Delivery Speed and Delivery/Effective Date are automatically set by default.
  • 7. In Step 2, if you are the approver for the payment, you will need to verify the transaction with a One-time Security Code that will be delivered to you via text message to your mobile phone or to your Primary Email Address. Note that text messaging is the delivery method if you have opted in to text message alerts. Enter this code in the One-time Security Code box. Click the Submit button.
  • 8. At Step 3, a Payment Received page will display when your transfer request has been accepted and will include a reference number for your records. When finished, click OK.
How do I make multiple Employee/Individual Payments?
  • 1. Move your mouse over the Payments & Transfers tab, then click on Employee/Individual Payments.
  • 2. For Step 1, click on the Make Multiple Transfers tab. Select the account from which you would like to make the employee or individual payment by clicking on the down arrow next to the From box. Move your mouse over one of the accounts displayed, and then click to choose the account.
  • 3. To select the account to which you would like to make the transfer, click the down arrow next to the Select box under the TO column. Move your mouse over one of the accounts displayed, and then click to choose the account.
  • 4. Click your mouse inside the Amount field and enter the dollar amount you would like to send.
  • 5. Click on the Calendar Tool icon under the Date column to display the available dates that your transfer can be made. Move your mouse over the date you have chosen and click that date. When finished, click the Next button.
  • 6. Repeat steps 3 through 6 above for each transfer you would like to make. If you need to make more transfers, click on the Add More button.
  • 7. In Step 2, if you are the approver for the payment, you will need to verify the transaction with a One-time Security Code that will be delivered to you via text message to your mobile phone or to your Primary Email Address. Note that text messaging is the delivery method if you have opted in to text message alerts. Enter this code in the One-time Security Code box. Click the Submit button.
  • 8. At Step 3, a Payment Received page will display when your transfer requests have been received, and will include a reference number for your records. When finished, click OK.
How do I edit a scheduled Employee/Individual Payment?
  • 1. Move your mouse over the Payments & Transfers tab, then click on Employee/Individual Payments. Then select the Manage Accounts tab.
  • 2. Approved Transactions that have not been sent will be listed in the Scheduled Transactions box. Click on the Transaction Detail icon next to the transaction you would like to edit, located on the right-hand side of the transaction row. The transaction you have selected will expand and display the details related to that transaction. Please note that Transactions that require approval will not be shown in Scheduled Transactions until they have been approved.
  • 3. For Step 1, move your mouse over the Edit button and click to open the Edit Transfer page.
  • 4. You can change the Amount, Frequency and Send Date of the transfer in the corresponding boxes.
  • 5. When finished making any changes, click on the Next button to continue.
  • 6. In Step 2, if you are the approver for the payment, you will need to verify the transaction changes you’ve made with a One-time Security Code that will be delivered to you via text message to your mobile phone or to your Primary Email Address. Enter this code in the One-time Security Code box. Click the Submit button.
  • 7. At Step 3, a Changes Received page will display when your transfer requests have been received, and will include a reference number for your records. When finished, click OK.
How do I delete scheduled Employee/Individual Payments?
  • 1. Move your mouse over the Payments & Transfers tab, then click on Employee/Individual Payments.
  • 2. Transactions that have not been sent will be listed in the Scheduled Transactions box. Click on the Transaction Detail icon next to the transaction you would like to delete, located on the right-hand side of the transaction row. The transaction you have selected will expand and display the details related to that transaction.
  • 3. For Step 1, click on the Delete button. The Delete Employee/Individual Payments page will open. Click the Next button to continue.
  • 4. In Step 2, a Payment Deleted message will be displayed, indicating that the transaction was successfully removed. Click the OK button to return to the Employee/Individual Payments page.
Need online banking assistance? Call us at 1-800-273-1057
Monday to Friday 7 a.m. to 10 p.m. CT
Saturday 8 a.m. to 4 p.m. CT