{"id":4552,"date":"2021-10-13T17:35:09","date_gmt":"2021-10-13T09:35:09","guid":{"rendered":"https:\/\/www.syfe.com\/magazine\/?post_type=guide_article&#038;p=4552"},"modified":"2021-11-03T10:54:40","modified_gmt":"2021-11-03T02:54:40","slug":"how-to-set-up-automatic-transfers-using-syfe-cash","status":"publish","type":"guide_article","link":"https:\/\/www.syfe.com\/magazine\/guide_article\/how-to-set-up-automatic-transfers-using-syfe-cash\/","title":{"rendered":"How To Set Up Automatic Transfers Using Syfe Cash+"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.syfe.com\/magazine\/wp-content\/uploads\/2021\/02\/illustration_power.png\" alt=\"\" class=\"wp-image-2726\"\/><\/figure>\n\n\n\n<p>Apart from creating a recurring transfer \/ standing instruction with your bank, you can also transfer funds automatically through Syfe Cash+ on a monthly basis.<\/p>\n\n\n\n<p>This is an easy and fuss-free way to build wealth by automatically setting aside a portion of your spare cash in Syfe Cash+ for investments.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Set up an automatic transfer via Syfe Cash+<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li>Log in to your Syfe dashboard and click \u2018Set up now\u2019 from the recurring transfer feature on your dashboard as shown below. You can access this feature from your main dashboard, or from your current portfolio page(s).<br><\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.syfe.com\/hc\/article_attachments\/900007232486\/cash_recurring_1.PNG\" alt=\"cash_recurring_1.PNG\"\/><\/figure>\n\n\n\n<p>You may also access the recurring transfer feature by clicking on \u2018Manage funds\u2019 and selecting \u2018Set up recurring transfer\u2019 from the drop-down menu.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.syfe.com\/hc\/article_attachments\/900008187243\/cash_recurring_2.PNG\" alt=\"cash_recurring_2.PNG\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.syfe.com\/hc\/article_attachments\/900007232446\/cash_recurring_3.PNG\" alt=\"cash_recurring_3.PNG\"\/><\/figure>\n\n\n\n<p>2. To set up your recurring transfer, simply choose which Cash+ portfolio(s) you want to send funds from, and the investment portfolio you want to send funds to.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.syfe.com\/hc\/article_attachments\/900007232466\/cash_recurring_4.PNG\" alt=\"cash_recurring_4.PNG\"\/><\/figure>\n\n\n\n<p>3. Input the amount (in SGD) and select the date of your monthly transfer. Click \u2018Confirm\u2019 to finalise the recurring transfer.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Cancel an automatic transfer via Syfe Cash+<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li>Log into your Syfe dashboard<\/li><li>Click on your Recurring Transfers tab<\/li><li>Select &#8220;Edit&#8221; and then click on the &#8220;Dustbin&#8221; icon<\/li><li>Review and confirm that you want to cancel your recurring transfer via Syfe Cash+<\/li><\/ol>\n\n\n\n<p><a href=\"https:\/\/www.loom.com\/share\/1e2ff41d65c84f08a961fe312e7a1e75\">Watch how to cancel a transfer.<\/a><\/p>\n","protected":false},"featured_media":0,"template":"","guide":[40],"class_list":{"0":"post-4552","1":"guide_article","2":"type-guide_article","3":"status-publish","5":"guide-adding-funds-to-your-syfe-portfolio"},"acf":{"readingTime":"2","authorName":"","authorThumbnail":false,"publishDate":"2021-10-01","thumbnail":"https:\/\/www.syfe.com\/magazine\/wp-content\/uploads\/2021\/09\/Stock-images-for-Syfe-Select-articles-1200x800-1.png","order":"1"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.1 (Yoast SEO v27.1.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How To Set Up Automatic Transfers Using Syfe Cash+ | Syfe<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How To Set Up Automatic Transfers Using Syfe Cash+\" \/>\n<meta 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