- Log into your Banking dashboard at app.trykarat.com/signin
- Click Move Money and then Send Money.
- Choose your transfer method (Karat transfer, Internal Transfer, ACH Transfer, or Domestic wire).
- Depending on the transfer method used, you’ll be prompted for information such as your destination recipient, add new recipient, amount of transfer, etc.
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Once you’ve set all the necessary information, a toggle will appear that says Make this a recurring transfer. Toggle the button.
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From here, you will choose the starting date of transfer (Start on) and the frequency of the transfer (Repeat on).
- For repeat transactions, you’ll have the option to choose weekly, monthly, or daily, or create your own custom frequency.
- Once the amount and frequency has been set, click Continue. A confirmation screen will pop up - click Confirm once you’ve checked everything is set as desired.