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Banking & Accounts

How to set up direct deposit and automatic transfers

Route paychecks automatically and build savings on autopilot with a fast setup guide.

Direct deposit basics

Get your account and transit/routing numbers plus a void cheque. Submit your employer's form; confirm the effective pay cycle.

Split your pay

Many payroll systems support split deposits (e.g., 80% to chequing, 20% to savings).

Automate transfers

Set recurring transfers on payday to savings, investing, and bill accounts. Create separate "buckets" to stay organized.

Add alerts & safeguards

Turn on deposit confirmations and low-balance alerts; enable overdraft prevention.

Review quarterly

Adjust amounts as income or goals change.

Frequently Asked Questions

Can I automate transfers to multiple accounts?

Yes—set multiple rules by date or payday.

What if the deposit fails?

Keep a small buffer and contact HR/benefits immediately.