Topping up your Group Savings Plan on TransferXO is essential for maintaining a disciplined savings habit and reaching your financial objectives. Whether you are contributing to a long-term goal or making regular deposits, this guide provides a comprehensive step-by-step approach to ensuring your group savings plan remains funded using the TransferXO web app.
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
Step 3: Access Your Dashboard
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
In the Group Savings section, click on the Start Saving button, which is displayed on a gold tab.
Step 8: Find the Group Savings Plan to Top Up
Browse through the list of available Group Savings Plans.
Important Note: You must have an existing group savings plan before you can top up. If you have not created or joined one, you will need to do so first.
Step 9: Select the Group Savings Plan
Click on the specific Group Savings Plan you wish to top up.
Step 10: Click on Top-Up
Once you have selected the plan, click on the Top-Up button to proceed.
Step 11: Finalize the Top-Up
Ensure that you have the required amount in your wallet to complete the top-up. Once you've made certain, click on Confirm Top-Up to finalize the transaction.
Important Note: The top-up amount, like the minimum group savings contribution, is pre-set during the group plan setup and cannot be changed.
Transaction Confirmation
Congratulations! You have successfully topped up your Group Savings Plan.
Click on View Account to check your savings plan details.
Click on Take Me Home to return to the Dashboard.
Topping up your Group Savings Plan on TransferXO is a straightforward process that ensures you stay on track with your financial goals. By following these steps, you can efficiently add funds to your savings plan whenever necessary. If you encounter any issues, contact TransferXO support for assistance.