How Do I Setup a Recurring Transfer in My Capital One Account?

If you have a Capital One bank account, you can use it to send money to an account at another bank or between your own Capital One accounts on a recurring basis. This way to can make sure your money always gets to where it needs to be when it needs to be there without fear of forgetting. This article will teach you how to set up a recurring transfer from your Capital One account.

Linking an External Account

Before you can transfer money to an account at another bank, you need to link that bank account with your Capital One account. Here is the procedure for doing that:

1. Go to the Capital One website.
2. Sign into your Capital One account.
3. Click on your profile picture in the upper right corner.
4. Click on External Accounts.
5. Click on Add External Account.
6. Enter the required information about that count.
7. Follow the prompts to finish the linking process. This will involve small deposits being sent to the external account. You will need the owner of the account (if it's not you) to tell you the deposit amounts.

Please note that you can only link accounts online from a computer. You cannot do it with the Capital One app.

How to Set Up a Recurring Transfer Using Your Computer

To set up a recurring transfer from your Capital One account using your computer, follow these steps:

1. Go to Capital One's home page.
2. Log into your account.
3. Click on the account you want to send the transfer from.
4. Click on Transfer.
5. Click on the account you want to transfer money to.
6. Select a frequency for the transfer.
7. Select a date to start making the transfers.
8. Enter a date to stop the transfers, if desired.
9. Enter the amount to transfer.
10. Add a memo, if you want.
11. Click the Transfer button.

How to Set Up a Recurring Transfer Using the App

To set up a recurring transfer from your Capital One account using the app, follow these steps:

1. Open the Capital One app.
2. Tap on the account you want to transfer money from.
3. Tap on Transfer.
4. Tap on an account to transfer money to.
5. Tap on the Frequency option.
6. Choose a frequency.
7. Tap on the Date option.
8. Choose a start date.
9. Choose an end date, if desired.
10. Enter the amount to transfer.
11. Add a memo.
12. Slide the transfer button.

Contacting Capital One

If you need help with the recurring transfer, ask a Capital One customer service representative for it. You can find one on the company help forum or by phone.