Edit, pause, or cancel my recurring transfer

 

Mobile

1. Navigate to the Home tab, then toggle “Rules” to display your recurring transfers.

2. Tap on recurring transfer to edit. You can toggle “pause schedule” or tap “Edit” to edit your transfers or cancel indefinitely.

3. Edit transfer details or click “Delete” if you wish to cancel the transfer.

4. If you wish to cancel your recurring transfer, confirm “Yes”.

 

Web 

1.Navigate to the Home tab, then click “Rules” to display your recurring transfers. 

2. Click on recurring transfer to edit. You can toggle on “enable schedule” to pause or click “Edit” to edit your transfers or cancel indefinitely.

3. Edit transfer details or click “Delete” if you wish to cancel the transfer.

M1 Finance web account screen confirm delete

 

Learn how to set up a new recurring transfer. 

 

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

 

If you have further questions, please contact us.

 

All images are for illustrative purposes only.

    

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