Creating a goal-based savings account
To create a goal-based savings account
- From the Home page, click or tap Start saving.
- Complete the form on the Customize your goal page.
- Click or tap Save goal. A success page appears with information on the amount you must save to meet your goal.
- If you want to set up a transfer to your goal-based savings account now, choose a frequency for the transfer and click or tap Continue.
Note: An error message appears if you do not enter data for all fields.
Funding your goal-based savings account
To fund your goal-based savings account
- Complete the form on the Funds transfer page.
- Click or tap Submit transfer. A Transaction success page appears with information on the transaction number and processing date.
- (Optional) To make an additional transfer to your goal-based savings account, click or tap Make another transfer.
- Click or tap Close to exit.
You can fund your goal-based savings account from the main funds transfer page at any time.