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 the 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 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 Lead Bank, Member FDIC and Evolve Bank & Trust, Member FDIC, which are Branch’s bank partners. The name of the bank partner for your account is listed on the back of your debit card and can also be found in the Branch App under “Your Account Information”. FDIC insurance only applies to eligible accounts should the bank holding your funds fail. Branch Mastercard Debit Cards are issued by Evolve Bank & Trust or Lead Bank, Member FDIC, as applicable, pursuant to a license from Mastercard and may be used everywhere Mastercard debit cards are accepted.