How To Set Up Automatic Transfers From Chase Checking To Savings - Full Guide, by JustBOZ on YouTube. 1 min 22 s.
- Video length
- 1 min 22 s
- Time to do it
- 5 minutes
- Difficulty
- Easy
- Steps
- 8
What you need
Steps
Open the Chase app or sign in to chase.com and go to your checking account.
Tap Pay & Transfer, then choose Transfer between your accounts. If you use the website, open the Payments and Transfers menu.
Choose your Chase checking account as the From account and your Chase savings account as the To account.
Enter the amount you want to move. Check your available balance first so the transfer will not overdraw your checking account.
Set the frequency to recurring or automatic and choose how often you want the transfer, such as every payday or once a month.
Pick the first transfer date and an end date if Chase asks for one. Leave it open ended if you want the transfer to keep running.
Review the from account, to account, amount, date and frequency, then tap Transfer or Confirm.
Check for a confirmation message and look for the scheduled transfer in your upcoming transfers list.
Tips and common mistakes
Keep enough money in checking before each transfer date to avoid a failed transfer.
Start with a small amount, like $25 or $50, and increase it after you see the schedule works.
If you do not see your savings account, link it to your online profile first or contact Chase support.
Review or cancel the recurring transfer in the scheduled transfers section if your budget changes.
Questions
How do I change or cancel the automatic transfer?
Open your scheduled transfers in the Chase app or website, select the transfer and choose Edit or Cancel. Make the change before the next transfer date.
Can I choose the transfer date?
Yes. Pick the first date when you set up the schedule, then the transfer repeats based on the frequency you chose.
Can I set more than one automatic transfer?
Yes. Repeat the same steps for another amount, date or frequency. Check your upcoming transfers list to see all active schedules.
This guide was drafted from the video's details and general task knowledge. It has not been checked against the full video. Check the video and relevant product instructions before following a procedure. Report a correction.
