You are here: Funding > Instructions > Recurring Transactions

Recurring Transactions

The Recurring Transactions page lets you view and delete instructions for saved recurring transactions. You cannot create new recurring transactions on this page. When you delete an instruction for a recurring transaction, you also cancel the recurring transaction. You are always given the opportunity to create a recurring transaction when you finish setting up a deposit notification or a withdrawal on the Fund Transfers page using saved bank information (also called a bank instruction).

A recurring transaction contains instructions to us about a transaction that you want to repeat on a regular basis. It includes the frequency of recurrence, amount of the transaction, transaction type, start and end dates and an instruction name.

For each saved recurring transaction, the Recurring Transactions page displays:

To delete a recurring transaction

  1. Click Funding > Instructions > Recurring Transactions.

If you have a multiple account structure such as an institution account or multiple linked accounts, use the Account Selector at the top of the page to select an account.

To change the selected account, click the tab to open the Account Selector, and then click a different account.

  1. Click the X in the Action column for the recurring transaction that you want to delete.

  1. Click OK to confirm the deletion.

The Action column for the deleted recurring transaction will now display Deleted and the recurring transaction is now canceled. The next time you open the Recurring Transactions page, the deleted item will no longer be displayed.

To modify a recurring transaction

You cannot modify a recurring transaction. If you want to modify a recurring transaction, you must delete the recurring transaction, then create a new recurring transaction on the Fund Transfers page when you finish setting up the deposit or withdrawal using saved bank information (also called a bank instruction).