How to change recurring deposit

If you have a recurring deposit and would like to change the amount or frequency:

  • Login to your folio account using our client center
  • On your home screen select the Account Quick Links drop down and choose "TRANSFER MONEY"
  • On the transfer page select the Transfer Activity Tab
  • In the Upcoming Transfers section select the red "Edit" icon on the far right
  • Follow instructions to adjust your recurring deposit.