You can pause, skip the next monthly transfer, or delete the recurring transfer anytime.
If you're logged into the mobile app, on your Syfe Wealth app dashboard, scroll down to 'Your upcoming transfers' section. Then, you can click the pencil icon at the top right corner of your recurring transfer.
You will then be able to Pause, Skip next transfer, or Edit your recurring transfer.
- Pause: Your recurring transfer will be inactive until it is unpaused. On your chosen date, no internal transfer will be executed. You can unpause your recurring transfer anytime, the same way you paused it.
- Skip next transfer: Your next recurring transfer schedule will be skipped.
- Edit: On the edit page, you will be able to amend your destination portfolio to transfer to, change the recurring transfer amount as well as the execution date.
To Delete your recurring transfer completely, you may click on the 'Delete' button at the top right corner of the edit page
Can I amend the frequency of the recurring transfer?
At the moment, all recurring transfers from your Cash+ portfolio to your Syfe investment portfolios are scheduled on a monthly basis. It is not possible to amend the frequency to a weekly or quarterly basis.