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Can I schedule recurring bank transfers instead of payroll?

Updated over a month ago

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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