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Reoccurring Transfer to Savings

Setting Up A Reoccurring Transfer to Savings 

To set up a recurring transfer out of your teen’s Spending wallet into their Savings or Giving wallets:

  1. From the home screen select your teen’s Spending wallet
  2. Select Transfer money
  3. Select from your teen’s Spending
  4. Select to wallet
  5. Under the Transfer to drop down menu
  6. Type in the amount
  7. Optional: add a note
  8. Next: Select the Frequency of payment (Daily, Weekly, Bi-Weekly, Monthly)
  9. Select your start date
  10. Next: To review the request before completion
  11. After reviewing, select Confirm to complete the transfer

Setting up reoccurring transfer to savings is a great way to help your child to save without thinking about it!

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