The Wherewithal Blog

Practical investing and personal financial advice


How do I set up an automatic monthly deposit?

Posted by admin on February 13, 2013

Setting up an automatic deposit lets you deposit the same amount each month without you having to lift a finger.  It’s the simplest way to reach your contribution goals.

To set up an automatic monthly deposit, log in to your Wherewithal account and click on the “Add/ Withdraw” button on the sidebar menu or any of the “Make a Deposit” buttons on the dashboard.  Turn on the Auto Monthly Deposit, enter the amount you would like to transfer each month and enter the date you would like to start the auto deposit.  The amount you specified will be transferred from your linked bank account on the same day each month based on your start date.

Posted by admin

In Support, Deposits & Withdrawals

on February 13, 2013