Adding a recurring transfer (iOS)

  • From the home screen, select your Primary wallet
  • Select Transfer
  • 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
    • To/From your bank
    • To/From wallet
      • wallets include: Your Primary, Student Spending, Student Savings and Student Giving wallets
  • Enter your desired amount to transfer
    • Optional: Add a comment
  • Select Next: Schedule to proceed to scheduling
  • Select your start date
  • Set the frequency of payment (Once, daily, weekly, bi-weekly, or monthly)
  • Select Next:Review to review the request before completion
  • After reviewing, select Confirm to complete the transfer
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