Recurring transfers

Recurring transfers allows customers to set up an automatic transfer of funds between an external account and a Flourish Cash^† account in a few simple steps. Just select the amount, timing, frequency, and direction of the transfers during the setup process and adjust at any time. 

For advisors, this feature creates another opportunity to engage with clients on cash, whether to help accumulating clients strengthen their savings or to help decumulating clients automate their spending.

For further details and information on how to set up a recurring transfer, click the link below.