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Set up Auto-Save for your Neo Money account

  • 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 Neo Money™ accounts (including Neo Everyday and Neo High-Interest Savings accounts) 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 to an external account, deposits can take 3 to 5 business days.

How to enable Auto-Save

Neo app

  1. Log in to the Neo app
  2. In the Accounts, tap Money and select your account
  3. Tap Auto-Save and tap the toggle to enable Auto-Save
  4. Tap Review, then tap 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 Auto-Save and click on the toggle to enable Auto-Save
  4. Click on Review, then click on Confirm

How to edit Auto-Save

Neo app

  1. Log in to the Neo app
  2. Go to the Accounts tab, swipe to view 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

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

  1. Log in to the Neo app
  2. Go to the Accounts tab, swipe to view Money, and choose an account
  3. Tap Auto-Save
  4. Tap on the toggle to disable Auto-Save

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. Click on the toggle to disable Auto-Save

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