To move money from an connected external account, follow these steps:
- Click Move Money
- Click Transfer
- Click the From option
- Under Available, select an external bank account
- Click the To option
- Select the Pocket you'd like to move money into
- Enter the transfer amount and click Next: Review
- You can create a one time transfer, set up recurring Scheduled Transfers, and add a note for better transfer housekeeping.
- Click the Transfer now button
Congratulations! Your transfer has now been initiated.
Please note: Fund transfers may take up to 3 business days to become available in your One account. Once funded, you can also use these steps to move money between Pockets.