Edit, pause, or cancel my recurring transfer

 

Mobile

1.Navigate to the Transfers tab, then toggle “Rules” to display your recurring transfers.

M1 Finance mobile account screen transfers tab, rules

2. Tap on recurring transfer to edit. You can toggle “pause schedule” or tap “Edit” to edit your transfers or cancel indefinitely.

 

M1 Finance mobile account screen pause scheudle or edit

 

3. Edit transfer details or click “Delete” if you wish to cancel the transfer.

 

M1 Finance mobile account screen delete recurring transfer

 

4. If you wish to cancel your recurring transfer, confirm “Yes”.

 

M1 Finanace mobile account screen delete scheduleM1 Finance mobile account screen review cancellation in transfers tab

 

Web 

1.Navigate to the Transfers tab, then click “Rules” to display your recurring transfers. 

 

M1 Finance web account screen transfers tab, rules

 

2. Click on recurring transfer to edit. You can toggle on “enable schedule” to pause or click “Edit” to edit your transfers or cancel indefinitely.

 

M1 Finance web account screen edit or pause schedule

 

3. Edit transfer details or click “Delete” if you wish to cancel the transfer.

M1 Finance web account screen delete transfer

M1 Finance web account screen confirm delete

 

Learn how to set up a new recurring transfer. 

 

All images are for illustrative purposes only.

    

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