How Do I Setup a Recurring Transfer in My Citibank Account?
To set up a recurring transfer, sign in to your Citigroup account. Click the Settings tab. Select the Payments and Transfers tab. Choose Recurring Transfers. Type the amount you want to transfer. Click Next. Select your payment frequency. Choose a date for your recurring transfer. Click Continue. Select the account to which you want it sent to. Choose Submit.
Recurring transfers are perfect for people who want to ensure they set their money aside for a particular purpose without worrying about missing the deadline or forgetting.
These transactions are better for those who can't remember to make transfers on time, have trouble getting to the bank or who like extra security and history in their account transactions.
Here are the steps to set up a recurring transfer in your Citigroup account.
1. Click the Transfer and Pay Tab
The first step is to sign in to your account. Then, locate the Transfers and Payments tab and click on it. On that page, choose the recurring transfer option.
2. Go to the Account Services Section
Click Set Up Recurring Transfer under the Transfer option. In the first box, enter the account number you want to transfer money from. In the second box, enter your recipient's account number. Next, enter the amount of money to transfer.
3. Set Up the Transfer Details
Add how often you wish to transfer in Transfer Amount and Frequency. Select the number of months that this recurring payment should take place. Enter any additional instructions for this transaction, click Save and continue setting up your payment.
4. Click Make a Transfer
To complete setting up a transfer in your Citigroup account, click the Make a Transfer tab. A page will open to direct you to the Recurring Transfers option. Click on it.
5. Review the Recurring Transfer Information
Double-check the information on your recurring transfer page before you click the Submit button.
6. Confirm Your Details
It will take you to a confirmation page that lists your upcoming transfers for easy reference. Note this page also includes a link to cancel future transfers if necessary.
Confirm the details of your recurring transfer and click Schedule Transfer. The next time you log in to your Citigroup account, you will see your recurring transfer information.
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