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Auto-Save to put your savings on autopilot

  • Updated

You can grow your money with less effort by putting your savings on autopilot.

Auto-Save makes it easier to move money between your external bank account and Money account at your desired date and frequency.

Verify that the linked account has enough money to cover automated deposits. Your bank may charge fees if there are insufficient funds.

If you choose to link an external account, deposits can take 3 to 5 business days.

How to enable Auto-Save

Neo app

  • Log in to the Neo app on your mobile device
  • Select the Money option at the top of the page and select your account  
  • Tap Auto-Save
  • Tap on the toggle to enable Auto-Save
  • Choose an amount that you want to transfer periodically
  • Select an account, set up repeats, and choose a start date
  • Tap Review 🡲, then tap Confirm

Web

  • Go to member.neofinancial.com and log in to your account
  • Select Money from the side menu and choose an account
  • Click on Auto-Save
  • Click on the toggle to enable Auto-Save
  • Choose an amount that you want to transfer periodically
  • Select an account, set up repeats, and choose a start date
  • Click on Review 🡲, then click on Confirm

How to edit Auto-Save

Neo app

  • Log in to the Neo app on your mobile device
  • Go to the Accounts tab, swipe to view Money, and choose an account
  • Tap Auto-Save
  • Select Edit to make your changes
  • Tap Review 🡲, then tap Confirm

Web

  • Go to member.neofinancial.com and log in to your account
  • Select Money from the side menu and choose an account
  • Click on Auto-Save
  • Select Edit to make your changes
  • Click on Review 🡲, then click on Confirm

How to disable Auto-Save

Disable Auto-Save before an upcoming deposit to avoid an unwanted transfer. It isn't possible to cancel a transfer after the deposit date.

Neo app

  • Log in to the Neo app on your mobile device
  • Go to the Accounts tab, swipe to view Money, and choose an account
  • Tap Auto-Save
  • Tap on the toggle to disable Auto-Save

Web

  • Go to member.neofinancial.com and log in to your account
  • Select Money from the side menu and choose an account
  • Click on Auto-Save
  • Click on the toggle to disable Auto-Save

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