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Auto-Save for Neo Money accounts

  • Updated

Grow your money with less effort by putting your savings on autopilot. 

Auto-Save allows you to set a date and frequency so your money is automatically transferred to add to your savings. You can choose to set up Auto-Save with an external account or between your Neo Money™ accounts (including Neo Everyday and Neo High-Interest Savings accounts).

Ensure your account has sufficient funds to cover the automated transfers to avoid being charged fees by your financial institution.

Enable Auto-Save

You can enable Auto-Save from the Neo app or website. You’ll need to choose an amount, link to an account, and decide the frequency of the transfers.

Neo app

  1. Log in to the Neo app
  2. In the Accounts tab, select Money, and select your account
  3. Tap Auto-Save and toggle to enable Auto-Save
  4. Select your account and enter any required information 
  5. Tap Review and then Confirm

Web

  1. Log in to member.neofinancial.com
  2. Click on Money from the left-side menu and select your account 
  3. Click on the Auto-Save and toggle to enable Auto-Save
  4. Select your account and enter any required information 
  5. Click on Review, and then on Confirm

Deposits can take 3-5 business days if you link to an external account.

Edit Auto-Save 

You can make changes to your Auto-Save details any time on the Neo app or website.

Neo app

  1. Log in to the Neo app
  2. Go to the Accounts tab, tap Money, and choose an account
  3. Tap Auto-Save
  4. Select Edit to make your changes
  5. Tap Review, then tap Confirm

Web

  1. Log in to member.neofinancial.com
  2. Select Money from the side menu and choose an account
  3. Click on Auto-Save
  4. Select Edit to make your changes
  5. Click on Review, then click on Confirm

Disable Auto-Save

Disable Auto-save on the Neo app or website. Ensure you disable Auto-Save before an upcoming deposit to avoid an unexpected transfer.

It’s not possible to cancel an electronic fund transfer after the deposit date. 

Neo app

  1. Log in to the Neo app
  2. In the Accounts tab, select Money, and select an account
  3. Tap Auto-Save and toggle to disable Auto-Save

Web

  1. Log in to member.neofinancial.com
  2. Click on Money from the left-side menu and choose an account
  3. Click on Auto-Save and toggle to disable Auto-Save

 

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