How Do I Setup a Recurring Transfer in My First Republic Bank Account?

First Republic Bank provides a service letting you automatically transfer money from your account to other accounts. Recurring transfers are useful for sending a set amount of funds regularly to a different account for various reasons. 

Follow these steps to setup a recurring transfer in the First Republic Bank account.

1. Log Into My First Republic Bank Account

When you want to set up your account to automatically transfer money from your bank account to another account regularly, you ensure you properly log into the First Republic Bank account. To do this, follow these steps.

• Log onto the website of First Republic Bank and select login.
• Type in your Username (this will typically be an email address).
• Type in your Password.
• Click Sign In.

2. Select Recurring Transfer

Select Recurring Transfer. Enter the amount you want to transfer and the date you want it to happen automatically (you can choose every week, every two weeks, every month or every quarter). Click Add Recurring Transfer.

3. Select an Account To Transfer the Funds

You will be on the Transfer page. Click the Add Transfer button. Type in the name of the transfer that you want to create.

4. Select an Account as Recipient

Choose the Select an Account as Recipient drop-down box and select the account (or accounts) you want to send the funds. Click Next Step.

5. Review Your Information and Click Submit

Verify the information and choose Save. Your transaction will repeat on the specified date every week or whenever else you want it to occur in the future.

6. Confirm That You Want To Make This Change

Read over the information it provides and ensure that this is what you want to do. You can select how often you want the transfer(s) to occur and how much money to transfer each time.