How to Schedule an Automatic Savings Transfer

Scheduling an automatic transfer to your savings account is an easy way to save money. You pick the frequency and the amount. Then sit back and gain confidence as your savings grows on its own.

If you don’t have a Workers savings account, check out all our savings account options to find the best for you!

Transfer to Your Workers Account from Another Financial Institution

Online Banking

• Go to Move Money
• Click External Transfers
  • If it’s your first time you will be prompted to setup your transfer account
• Select To and From accounts
• Enter Amount
• Select the frequency and date. The screen will show the estimated delivery date. 
• Click Transfer 

Mobile Banking

• Go to More
• Select External Transfers
  • If it’s your first time you will be prompted to setup your transfer account
• Select Transfer or Send Money
• Select To and From accounts
• Enter Amount
• Select the frequency and date. The screen will show the estimated delivery date. 
• Click Transfer

Transfer from Another Workers Account

Please Note: Internal transfers are not eligible for the higher SaveUp tier.

Online Banking

• Go to Move Money
• Select Schedule a Transfer
• Select From and To accounts
• Select the Transfer Date
• Check the Repeat Transfer box and select Frequency
• Enter amount
• Click Make Transfer

Mobile Banking

• Go to Transfers
• Select Schedule
• Click Schedule a Transfer at the bottom
• Fill out From, To, Amount, and Frequency

• Click Schedule