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Can I schedule recurring bank transfers instead of payroll?

Yes! If you prefer not to link your employer’s payroll system, you can connect your bank account and schedule recurring contributions manually. You can also make one-time transfers any time that works for you. This gives you flexibility, especially if you're self-employed, between jobs, or want to supplement your payroll-based investing.

Note: Our custodian enforces a daily limit of $50,000 for both deposits and withdrawals. If you need to transfer an amount above this limit, exceptions may be approved on a case-by-case basis. Please contact [email protected] to request a higher limit.

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