Creating a goal-based savings account

To create a goal-based savings account

1. From the Home page, click or tap Start saving.
2. Complete the form on the Customize your goal page.
3. Click or tap Save goal. A success page appears with information on the amount you must save to meet your goal.
Note: An error message appears if you do not enter data for all fields.
4. 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.

Funding your goal-based savings account

To fund your goal-based savings account

1. Complete the form on the Funds transfer page.
2. Click or tap Submit transfer. A Transaction success page appears with information on the transaction number and processing date.
3. (Optional) To make an additional transfer to your goal-based savings account, click or tap Make another transfer.
4. Click or tap Close to exit.

You can fund your goal-based savings account from the main funds transfer page at any time.