Once a goal has been created, you can start depositing money into your account. You have the option of linking an external bank account to transfer funds or transferring from your Neo Money account. Both options will initiate an Electronic Funds Transfer (EFT).
To choose which account you fund with:
- Choose the Goal you want to deposit into and select ‘+ Fund’.
- Select the first dropdown bar that says ‘Source’.
- Select either ‘Neo Money’ or ‘Link another account’.
- Recurring deposits can be set on a weekly or monthly basis.
Note: While we’re processing your deposit, your money can take 6-9 business days to be invested. Funds are typically withdrawn after 1-2 business days from your linked account. The transaction will appear from CI Investments, OneVest’s custodian.