It's understandable that you might want to adjust how your Zelle profile appears, especially if your name has changed or you simply prefer a different display. While you can't directly change the legal name associated with your Zelle account through the Truist app (as it's tied to your bank account's registered name), you can manage your enrolled email addresses and mobile numbers, which are key identifiers for Zelle transactions.
This guide will walk you through the process of managing your Zelle preferences on the Truist app. Please note: If you need to change your legal name on your Truist bank account itself (due to marriage, divorce, or a legal name change), that's a separate process requiring documentation and a direct interaction with Truist customer service. This guide focuses on managing your Zelle profile within the existing Truist account.
Let's dive in!
Navigating Zelle on the Truist App: A Step-by-Step Guide
 |
| How To Change Zelle Name On Truist App |
Step 1: Engage with Your Truist App – Let's Get Started!
First things first, let's open up that Truist Mobile App! Have you ever wondered just how much power you hold in your pocket with mobile banking? It's incredible, isn't it? From paying bills to transferring funds, and yes, even managing your Zelle settings, it's all right there.
Tip: Watch for summary phrases — they give the gist.
- Launch the Truist Mobile App: Locate the Truist app icon on your smartphone or tablet and tap it to open.
- Log In Securely: You'll be prompted to log in using your username and password, or perhaps with Face ID or Touch ID if you have those features enabled. Make sure you're in a secure environment when logging in. Your financial security is paramount!
Step 2: Finding Your Way to Zelle® Preferences
Once you're securely logged in, the Truist app's dashboard will usually greet you with an overview of your accounts. Now, let's navigate to the Zelle section.
- Locate "Transfer & Pay": On the main dashboard or navigation menu, you'll typically find an option like "Transfer & Pay" or a similar money transfer section. This is your gateway to all things related to moving money. Tap on it.
- Select "Send & Request Money with Zelle®": Within the "Transfer & Pay" section, you'll see various options. Look for "Send & Request Money with Zelle®" and tap to proceed. This will take you to the main Zelle screen within the Truist app.
Step 3: Managing Your Zelle® Payment Profiles
This is where you'll be able to see and potentially adjust the contact points (email addresses and mobile numbers) associated with your Zelle account.
- Access Zelle® Preferences: On the Zelle screen, you'll need to find the "Preferences" or "Settings" option. This is usually located in a prominent spot, sometimes as a gear icon or a text link. Tap "Zelle® Preferences".
- Choose "Manage Payment Profiles": Within Zelle Preferences, look for "Manage Payment Profiles". This section is specifically designed for you to view and modify the email addresses and U.S. mobile numbers linked to your Zelle account.
Step 4: Modifying or Adding Contact Points
Now you're at the core of managing your Zelle name on the Truist app. Remember, the "name" Zelle uses for sending/receiving money is tied to your enrolled email address or U.S. mobile number.
QuickTip: Read section by section for better flow.
- Review Existing Profiles: You'll see a list of the email addresses and U.S. mobile numbers currently enrolled with Zelle through your Truist account. Each of these contact points will be linked to a specific Truist account (e.g., your checking account).
- To Change a Contact Point (e.g., link to a different account):
- Tap on the U.S. mobile number or email address you wish to modify.
- You may be presented with options to change the associated Truist account for that specific contact point. For example, if your Zelle payments are currently going to your savings account, you might be able to switch them to your checking account.
- Follow the on-screen prompts to confirm any changes. You might receive a one-time verification code to the email or mobile number you're adjusting for security purposes.
- To Add a New Contact Point:
- Look for an option like "Add new recipient" or "Add a new payment profile" (though this is primarily for recipients, the process to add your own contact point is similar if you haven't enrolled it yet).
- Enter the new U.S. mobile number or email address you wish to enroll with Zelle.
- You will likely need to verify ownership of this contact point with a one-time code sent to it.
- Once verified, you'll be able to link it to an eligible Truist checking or savings account.
- Confirm and Save: After making any changes or additions, ensure you tap the "Save" or "Confirm" button to finalize your updates.
Important Considerations:
- Legal Name vs. Display Name: Zelle uses your enrolled email or mobile number as your primary identifier. While you can't change the legal name associated with your Truist bank account through Zelle settings, the name that appears to others sending you money is typically the name on your Truist bank account. If your legal name has changed, you must update it with Truist directly. This usually involves visiting a branch or contacting customer service and providing official documentation (like a marriage certificate or court order).
- One Contact Point, One Bank Account: Each U.S. mobile number or email address can only be linked to one bank account at a time for Zelle. If you try to enroll a contact point already linked to another bank (even at a different institution), Zelle will prompt you about this.
- Recipient Name Changes: If you're looking to change the name of a recipient you've saved in Zelle, that's a different process. You'd typically go to "Manage Recipients" and then "Edit Recipient" for the specific person.
- Security is Key: Always ensure your Truist app is up-to-date and your device's security features (like PIN, fingerprint, or facial recognition) are enabled. Be wary of unsolicited emails or texts asking for your Zelle or banking information.
10 Related FAQ Questions (How to...)
Here are 10 frequently asked questions about Zelle and Truist, focusing on "How to" scenarios:
How to check my currently enrolled Zelle name on Truist?
You can verify the name associated with your Zelle profile by going to "Transfer & Pay" > "Send & Request Money with Zelle®" > "Zelle® Preferences" > "Manage Payment Profiles". The name displayed will be your legal name as registered with Truist.
How to update my legal name with Truist for my bank account?
To update your legal name, you generally need to visit a Truist branch with official documentation (like a marriage certificate, divorce decree, or court order). You can also contact Truist customer service at 844-4TRUIST (844-487-8478) for specific instructions.
QuickTip: Scan for summary-style sentences.
 |
How to add a new email address to my Zelle profile on Truist?
Go to "Transfer & Pay" > "Send & Request Money with Zelle®" > "Zelle® Preferences" > "Manage Payment Profiles". Look for an option to add a new email address, enter it, and follow the verification steps (usually a one-time code sent to that email).
How to add a new mobile number to my Zelle profile on Truist?
Navigate to "Transfer & Pay" > "Send & Request Money with Zelle®" > "Zelle® Preferences" > "Manage Payment Profiles". Select the option to add a new U.S. mobile number, enter it, and verify with the one-time code sent to your phone.
How to change which Truist account my Zelle payments go to?
Within "Zelle® Preferences" > "Manage Payment Profiles", tap on the specific email or mobile number you want to adjust. You should then see an option to select or change the Truist bank account (checking or savings) that receives Zelle payments for that contact point.
Tip: Break long posts into short reading sessions.
How to remove an email address or mobile number from my Zelle profile on Truist?
In "Zelle® Preferences" > "Manage Payment Profiles", select the email or mobile number you wish to remove. There should be an option to "Delete" or "Remove" it from your Zelle profile.
How to contact Truist customer service for Zelle issues?
You can contact Truist customer service by calling 844-4TRUIST (844-487-8478). For online and mobile banking specific issues, you can call 888-228-6654.
How to resolve if my Zelle payment went to the wrong person?
Immediately contact Truist customer service. Zelle payments are typically instant and cannot be canceled or reversed once sent, especially if the recipient is already enrolled. Truist can investigate the issue, but recovery is not guaranteed.
How to view my Zelle transaction history on the Truist app?
On the main Zelle screen ("Send & Request Money with Zelle®"), look for an "Activity" or "History" section. This will show your past Zelle transactions, including sent and received payments.
How to enroll in Zelle if I haven't already on the Truist app?
From the Truist app's main menu, go to "Transfer & Pay" and then "Send & Request Money with Zelle®". Follow the on-screen prompts to enroll your eligible U.S. checking or savings account with your email address or U.S. mobile number.
 |
