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 on the left-hand side of the page.
2. Select the tab labeled “Classic.”
3. Choose an option in the “From Account” and “To Account” drop downs.
4. Enter in the amount you would like transferred.
5. Select the date you would like your transfer to occur.
6. Choose when to transfer the amount in the “Frequency” dropdown.
7. To set up the recurring transfer, 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" tab.