Transfer the amount you want to invest from your Spending Jar to your Portfolio Jar. Once the funds are settled, our system will invest the money in your portfolio.
- Tap on Wealth Jar on the navigation bar at the bottom of your screen
- Then tap on Grow, you’ll see all the portfolios you currently have displayed.
- Tap on the portfolio you’d like to add funds to.
- Under your portfolio information, tap Transfer.
- Then select In to [Jar name], from the two options.
- Type the amount you’d like to transfer from your Spending Account into your Portfolio Jar.
- Tap next and then Submit transfer. Once submitted you will be shown an overview of the transaction.