Instead of manually initiating
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an ACH each time to fund your account, Administrators
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are able to enable the Auto-Reload feature to automatically initiate an ACH once a threshold balance is met.
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To enable the
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Auto-Reload feature on the
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Desktop:
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- to your
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- account.
- Select "COMPANY VAULT" from your menu options
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- Select
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- the "EDIT" icon that appears under the disabled Auto-Reload feature (will be listed beside your current Company Vault balance and your Primary Bank)
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- Select
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- the "ENABLE" checkbox
- Enter the Company Vault threshold amount that will trigger the
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- ACH transfer
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- Enter your desired transfer amount
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- Select "SET AUTO RELOAD"
To enable the Auto-Reload feature on your iPhone or Android:
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- Login to your
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- account
- Select "COMPANY VAULT" from your menu options
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- Select
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- the "AUTOMATIC RELOAD" icon that appears underneath your Company Vault balance.
- Select the
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- "PERFORM RELOADS" icon
- Select the bank that you would like the Auto
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- -reload to transfer the funds from
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- Enter the Company Vault threshold amount that will trigger the
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- ACH transfer
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- Enter your desired transfer amount
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