How Do I Setup a Recurring Transfer in My Jp Morgan Chase Account?

If you bank with Chase, you can schedule recurring automatic transfers between your Chase accounts or from your Chase account to a linked account at another bank. You can also schedule recurring domestic wire transfers. You cannot schedule recurring international wire transfers, though. You can schedule all of these transfers using the Chase app.

Jul 13, 2023

JP Morgan Chase's commercial Chase bank offers you a couple of different options for scheduling recurring transfers. You can schedule regular transfers of money between your Chase accounts or from your Chase account to a linked account at another bank. You can also send recurring wire transfers to people or businesses. Keep reading this article to learn more.

How to Schedule a Recurring Transfer between Accounts

You can schedule regular transfers between your Chase accounts. That will let you regularly put money into your savings account or take money out of your savings account and put it into your checking account whenever your bills come due. You can also transfer money from your Chase account to a linked account at another bank. To set up any of these recurring transfers, follow these steps:

  1. Open the Chase app.
  2. Sign in.
  3. Tap on Pay & Transfer.
  4. Tap on Transfer.
  5. Select the Account or Brokerage Transfers option in the popup.
  6. Enter the amount you want to transfer.
  7. Select the account you want to transfer money from.
  8. Select the account you want to transfer money to. If you wish to transfer money to an external account that you have not yet linked to your Chase account, choose the option to link a new account and follow the instructions.
  9. Switch the Repeat Transfer toggle to the On position.
  10. Select a day and frequency to make the transfers on.
  11. Add a memo about the transfer if you wish.
  12. Tap the Transfer button.
  13. Double check the transfer information.
  14. Tap on Yes.
  15. Tap on Done.

How to Schedule a Recurring Wire Transfer

You can schedule a recurring domestic wire transfer by following these steps:

  1. Open the Chase app and sign in.
  2. Tap Pay & Transfer.
  3. Tap on Wires & Global Transfers.
  4. Pick one of the recipients from the list. If your recipient is not on the list, then select the option to add a new recipient and follow the instructions.
  5. Select the account to send money from.
  6. Enter the amount you want to transfer.
  7. Toggle the Make This a Repeating Wire switch to the On position.
  8. Select a date and frequency for the transfers.
  9. Enter any messages and memos that you want to send.
  10. Tap the Next button.
  11. Double check the wire details.
  12. Tap the Schedule Wire button.
  13. Tap the Close button.

Chase bank does not allow you to schedule recurring international wire transfers.

Contacting Chase

If you need help scheduling a recurring transfer, contact a Chase representative by phone or on the help forum.

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