Adding a recurring transfer

  • From the Wallets view, select your Primary wallet
  • Select Transfer Money
  • Select the direction of the transfer
    • Select To in order to transfer money to your wallet
    • Select From to transfer money out of your wallet
  • Be sure to select your desired Transfer from account
    • Please note; on both the Android and iOS apps, you will be able to select which bank you would like to transfer from if you have more than one account connected
  • Enter your desired amount to transfer
    • Optional: Add a note
  • Select Next: Schedule to proceed to scheduling
  • Set the frequency of transfer (Once, daily, weekly, bi-weekly, or monthly)
  • Select your start date
  • Select Next: Review to review the request before completion
  • After reviewing, select Confirm to complete the transfer

Follow the links here for a tutorial on how to use this feature on iOS and Android

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.