Automate your finances
- 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.”
- Set up recurring transfers.
Set up regular transfers from one account to another on a specified schedule.
- Enable direct deposit.
Talk to your HR representative and set up direct deposit from your checking account.
- Utilize bill pay.
Use your checking account’s bill-pay feature to pay bills that can't be automatically drawn from your checking account.
- 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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Our mobile app, Mentorist, will guide you on how to acquire this skill.
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