Looking for a way to contribute towards your Savings Goal automatically? We have the perfect solution for you! Follow the steps below to set up, edit, or even stop funds from Auto-Contributing toward your Savings Goal.
How to Auto-Contribute Funds to Your Savings Goal Balance
- Navigate to the Wallet menu of our app.
- Tap Save Funds.
- Tap Set up auto-contributions.
- Follow the on-screen prompts to set an amount, start date, and frequency then tap Create Schedule.
- That's it, you're all set to start auto-contributing to your Savings Goal.
How to Edit or Turn Off Your Savings Goal Auto-Contribution
- To edit or stop an auto-contribution schedule previously made, tap the pencil icon that appears in the upper right-hand portion of the "Savings Goal" screen.
- Tap Edit auto-contributions and proceed based on your needs.
- To edit an existing auto-contribution, tap any of the available options to edit the amount, next contribution date, and frequency.
- To turn off an existing auto-contribution, tap Turn Off Auto-Contributions.
Important to Note:
- The Savings Goal feature is not a separate bank account and doesn't have its own account number, thus it's not possible to transfer money directly to Savings Goal from your paycheck or from another account.
- Your Savings Goal balance will be listed on your Account Statement so you can track what you've saved month to month.
Branch is not a bank. Banking services are provided by Evolve Bank & Trust, Member FDIC. FDIC insurance only applies to eligible accounts should the bank holding your funds fail. The Branch Mastercard Debit Card is issued by Evolve Bank & Trust pursuant to a license from Mastercard and may be used everywhere Mastercard debit cards are accepted.