● With the budget tool in the app, customers can set up automatic weekly transfers from their wallet to their kids' investing, savings, and spending accounts.
● These transfers occur every Monday at 7:00 AM ET.
MOBILE APP:
NAVIGATION FOR BUDGET SECTION:
● To access the budget section, open the dropdown menu in the top left corner of the homepage and select the kid's account you want to set up a budget for. Then, scroll down to the “Budget” section.
ACTIVATE AUT0MATIC TRANSFERS:
● customers need to toggle the switch next to “Automatic Transfers Active.” Then, they can enter the total weekly transfer amount in the “Amount” section. To divide this amount between the different accounts (Investing, Savings, Spending), they can use the sliding scales under the “Budget” section to specify how much goes to each one.