Automate your finances


  1. Connect your accounts.
    Log in to each account and look for an option to link them together, such as “Link Accounts,” “Transfer,” or “Set up payments.”
  2. Set up recurring transfers.
    Set up regular transfers from one account to another on a specified schedule.
  3. Enable direct deposit.
    Talk to your HR representative and set up direct deposit from your checking account.
  4. Utilize bill pay.
    Use your checking account’s bill-pay feature to pay bills that can't be automatically drawn from your checking account.
  5. Organize your accounts.
    Log in to all your accounts and store the login information in one place that you can access from home and work.


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