Put the principle of "pay yourself first" into practice through automatic transfers between different accounts. Paying yourself first, means you can budget your savings into your expenses so you can reach your savings goals more quickly.
Please follow the steps below to set up your automatic transfers:
- Select "Menu"
- Select "Transfers & Payment"
- Select "Funds Transfer"
- Select the account you want your money transferred from.
- Select the account you want your money transferred to.
- Enter the amount to be transferred.
- Select the frequency of the transfers and fill in any other information required.
- Choose the Start Date.
- Choose the "Repeat Duration" and select the "End Date" if required.
- Add a "Memo if you want such as: 'self payment' or 'automatic savings'
- Finally, click "Transfer Funds"
You can review, edit, or cancel your automatic payments by going to “Menu”, “Transfers & Payments”, “View Account Activity”, and then “Recurring”.