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  • Reach your financial goals by automating your savings

Reach your financial goals by automating your savings

Spend more time doing what you love

Setting a goal to save money is something we all strive for, yet it can often seem like another chore on pay day. What if you could set up a scheduled recurring transfer from your personal account, and see your money grow?

When you set up a recurring transfer, you’ll automatically start saving. You’ll also free up time and energy to focus on the activities that matter most to you. A few dollars (and minutes) each week can add up to a healthier financial future.

Migrating funds away from your daily spending account into a purposeful savings plan allows you to gain more over the long term. Whether you’re saving for a car, vacation, education, new home or retirement down the road, you can feel confident seeing progress over time - with minimal effort!

 

How to set up recurring transfers

 

Using your desktop device

Step 1

  • Log in to Online Banking
  • Select ‘Transfers’ from the left hand column
  • Select ‘Transfer From’ and choose your preferred Savings Account
  • Input the ‘Transfer Amount’
  • Beside ‘Schedule Transfer’, select ‘Recurring Transfer’ for future ongoing transfers

Step 2

  • Select ‘Transfer To’
  • Select ‘Start Date’
  • Select ‘Transfer Frequency’ (daily, weekly, bi-weekly, monthly, quarterly, semi-annually)
  • Select your ‘End Date’

Step 3

  • If details are correct, review and press the confirm button


All set up!

 

Haven’t tried Online Banking?

 

Using your Mobile App

Step 1

  • Open your SCCU Mobile App
  • Select ‘Transfers’ icon


Step 2

  • Select ‘To My Account’


Step 3

  • From dropdown menu, select ‘From Account’ to ‘To Account’
  • Input the amount
  • Select appropriate button ‘Recurring’
  • Indicate start and end date


Step 4

  • Verify the accuracy of your information and press confirm
 

Haven’t tried Mobile Banking? 

 

Our Mobile Advisor team can offer personalized advice on:

  • Money savings solutions based on your unique financial picture
  • Proactive strategies to mitigate cash flow challenges
  • Where to invest your time and energy to save for the future
  • How to formulate a clear, actionable budget
 
 

We are always here to help

 
 

These articles are made available to you as tools for independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy. All examples are hypothetical and are for illustrative purposes only. Please visit your branch to seek personalized advice from qualified professionals for all personal finance issues.