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Need to make a recurring transfer?
  1. Log into your Banking dashboard at app.trykarat.com/signin
  2. Click Move Money and then Send Money.
  3. Choose your transfer method (Karat transfer, Internal Transfer, ACH Transfer, or Domestic wire).
  4. Depending on the transfer method used, you’ll be prompted for information such as your destination recipient, add new recipient, amount of transfer, etc.
  5. Once you’ve set all the necessary information, a toggle will appear that says Make this a recurring transfer. Toggle the button. Image(29)
  6. 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.
  7. 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.
Need to cancel a recurring transfer? Navigate here: How do I cancel a recurring transfer?