Log into online banking at the Wells Fargo website to set up a recurring transfer in your account. Click Transfer Money under My Accounts, and click Auto Transfer. Select the account you want the money from and choose an amount. Select Recurring Transfer as the type of transfer. Choose when you want the money to move over. Then click Continue. Finally, the bank will confirm that it has successfully scheduled your recurring transfer.
Wells Fargo Online Banking lets you check account balances, transfer funds between accounts and access other banking tools. You can schedule recurring transfers by setting them up once or scheduling them to continue indefinitely.
Here are the steps to set up a recurring transfer in your Wells Fargo account.
To set up or modify a recurring transfer from your Wells Fargo account, log in to your online banking portal and navigate to the Transfers tab.
Navigate to the menu, and select Transfers. This will take you to a list of recurring transfers you've set up.
Log in to your Wells Fargo account and navigate to the Transfer Money section of My Accounts. Tap Schedule a Transfer.
In the Recurring Transfer Details box that appears, enter your transfer amount. Select the account from which you want to send money and click OK.
The option that you choose depends on your preferences. The most common options are weekly, monthly and biweekly.
You can also specify exactly your transaction details. To do so, click the Set Up This Recurring Transfer on a Specific Date option.
Click the calendar icon next to the Date field and choose a date from the drop-down menu that appears.
Once you fill in the form, click View and Edit Recipient Info to go through a verification process that establishes the recipient's identity and ensures accessibility to the new account.
If you're satisfied with what you've set up, click Schedule Transfer and confirm a few more things — how often do you want this transfer to occur?
What day of the month? And how much money do you want to transfer? Hit save.
Wells Fargo will confirm that it has successfully scheduled the transfer. You will receive an email confirmation of this message.
It will also appear in the Transfers section of your account under Messages. It includes the details (as well as some additional information) that you used to schedule the transfer.
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