Set up recurring transfers

Recurring deposits make it easy to automate how much money you’re putting into your account and how frequently you’re doing it. 

 

You choose the schedule and amount, we’ll take care of the rest. 

 

Please note: You can schedule a maximum of 2 recurring transfers a week. 

 

Learn more about other transfer types (one time transfers, direct deposits, account transfers, smart transfers, or send check).  

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Set up recurring deposits through the Home tab 

Mobile 

1. Navigate to the Home tab and click “Move Money. 

2. Select “Recurring Transfer. 

M1 Finance mobile account screen recurring transfer

3. Select the bank accounts that you want the recurring transfer to come in and out from and input the transfer amount. 

M1 finance mobile account screen enter schedule details

4. Select the frequency and day of the week for the transfer to occur.  M1 Finance mobile account screen select frequency of transferM1 Finance mobile account screen select day of transfer

5. Review transfer details and select "Confirm".

M1 finance mobile account screen confirm schedule

6. Click “Done” or “View Schedule Details 

transfer_10.PNG

You can view your recurring transfer in the "Home" tab under “Rules” 

 

Web

1.Navigate to the Home tab and click “Move Money.”

2. Select “Recurring Transfer.” 

M1 Finance web account screen select recurring transfer

3. Select the bank accounts that you want the recurring transfer to come in and out from and input the transfer amount. Select the frequency and day of the week for the transfer to occur. 

M1 finance web account screen enter transfer detailsM1 Finance web account screen enter transfer frequency

4. Review transfer details and confirm. 

M1 Finance web account screen confirm transfer details

M1 Finance web account screen schedule created

Learn how to edit, pause, or cancel your recurring transfer. 

 

If you have further questions, please contact us.

 

All images are for illustrative purposes only. 

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