The only way to setup a recurring transfer in the First Republic Bank account is by logging into its website. First, go to your account and click the Transfer tab. When the next page loads, you will see a list of your recurring transfers in the Payees column. Click the Edit Recurring Transfer button to edit an existing recurring transfer or select the Add New Transfer button to create a new one.
First Republic Bank provides a service letting you automatically transfer money from your account to other accounts. Recurring transfers are useful for sending a set amount of funds regularly to a different account for various reasons.
Follow these steps to setup a recurring transfer in the First Republic Bank account.
When you want to set up your account to automatically transfer money from your bank account to another account regularly, you ensure you properly log into the First Republic Bank account. To do this, follow these steps.
Select Recurring Transfer. Enter the amount you want to transfer and the date you want it to happen automatically (you can choose every week, every two weeks, every month or every quarter). Click Add Recurring Transfer.
You will be on the Transfer page. Click the Add Transfer button. Type in the name of the transfer that you want to create.
Choose the Select an Account as Recipient drop-down box and select the account (or accounts) you want to send the funds. Click Next Step.
Verify the information and choose Save. Your transaction will repeat on the specified date every week or whenever else you want it to occur in the future.
Read over the information it provides and ensure that this is what you want to do. You can select how often you want the transfer(s) to occur and how much money to transfer each time.
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