Transferring funds on a recurring schedule

If you have a need to transfer funds between accounts on a regular basis, you can create a “scheduled transfer” to automatically transfer the funds to another account on the schedule you specify.

Follow these steps to create a scheduled transfer:

  1. From your dashboard, select “Transfers” located at the top of the page, or on the bottom in the app.
  2. Choose an option in the “From Account” and “To Account” drop downs.
  3. Enter in the amount you would like transferred.
  4. Select the date you would like your transfer to start.
  5. Choose how often to transfer the amount in the “Frequency” dropdown.
  6. Enter when you would like it to end and hit the blue "Submit Transfer" button.

You will be able to view your future scheduled transfers under the "Scheduled" section.