How to Join a Group Savings Plan (Web View)

Group savings plans allow multiple users to save collectively towards a shared financial goal. With TransferXO, joining a group savings plan is a simple and efficient process.

Follow the steps below to get started.

Step 1: Open the TransferXO Web App

Launch your preferred web browser and navigate to the official TransferXO website at transferxo.com.

Step 2: Sign In to Your TransferXO Account

On the login page, enter your email address and password to access your account. If you don't have an account yet, you'll need to sign up first.

Step 3: Access Your Dashboard

After logging in, you'll be automatically directed to your Dashboard, which serves as your personal control center for all TransferXO activities.

Step 4: Locate the Key Offering Buttons

Right after the TransferXO logo, you will see key offering buttons that allow you to access different features of the platform.

Step 5: Select Loans and Savings

From the Key Offerings panel, click on Loans and Savings to access the relevant interface.

Step 6: Navigate the Loan and Savings Interface

This selection will take you to the Loan and Savings interface, where you can manage and create savings plans.

Step 7: Start Group Savings

Locate the Group Savings section on the gold tab and click on Start Saving to initiate a new group savings plan.

Step 8: Select Join a Group

You have two options: Join a Group or Start a Group. For this guide, select Join a Group to proceed with joining an existing group savings plan.

Step 9: Filter Through Available Groups

Browse through the available groups that you can join based on your financial preferences and requirements.

Step 10: Click on Join Group

Once you have identified a suitable group, click on Join Group to proceed.

Important Note: The amount to save is predetermined by the Group Creator when setting up the group and remains fixed. You can only select the number of slots, which will be a multiple of that base amount. Ensure that your wallet balance is sufficient before joining.

Step 11: Select the Number of Slots

Use the counter button to select the number of slots you are willing to take in the group savings plan.

Step 12: Click on Proceed

Once you have selected your slots, click Proceed to continue.

Step 13: Confirm and Finalize the Top-Up

Click Confirm Top-Up to finalize your participation in the group savings plan.

Completion and Next Steps

Congratulations! You have successfully joined a group savings plan. You can now:

Click View Account to see the details of your Group Savings plan.
Click Take Me Home to return to the Dashboard.

Joining a group savings plan on TransferXO is an easy and efficient way to save with others toward a common financial goal. By following these steps, you can actively participate in group savings and grow your funds securely. For any assistance, contact TransferXO customer support.