How to Create Recurring Transfers

Recurring transfers are set up on the Funding tab of the Dashboard for the cardholder you’d like to set up a recurring transfer for.

Next, click the green “Schedule recurring transfers” button.

A pop-up will appear asking you to choose how much money you’d like to transfer, as well as the frequency that the transfer should initiate. Please keep in mind that the day of the week or month that you choose is the initiation date of the transfer, not the day that funds will become available.

For example, in the screenshot below, the $10.00 recurring transfer will initiate on Monday evenings, with funds becoming available on Tuesday morning no later than 7 am PT / 10 am ET.

When you’re finished choosing the amount to transfer and the frequency, click the green “Submit” button in the bottom right corner of the pop-up.

Once submitted, your recurring transfer is created! The recurring transfer will begin scheduling transfers on the next initiation date.

If your goal is to have the recurring transfer begin initiating the same day that you’ve scheduled it, please schedule a one-time transfer as well, and the recurring transfer will begin the following initiation date.