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:
- From your dashboard, select “Transfers” located at the top of the page, or on the bottom in the app.
- Choose an option in the “From Account” and “To Account” drop downs.
- Enter in the amount you would like transferred.
- Select the date you would like your transfer to start.
- Choose how often to transfer the amount in the “Frequency” dropdown.
- 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.