Once you open an account, simply set up a minimum and maximum target balance and a minimum transfer amount. Whenever your balance exceeds your maximum, an alert reminds you to invest the extra cash. If your balance drops below your minimum, available cash will be automatically transferred from one of your designated funding accounts.
Activate self-funded overdraft protection
You can also set up self-funded overdraft protection to allow available cash to be automatically transferred to your Cash Management Account, ensuring a pending transaction doesn’t cause your balance to drop below zero.