The TransferXO app allows users to conveniently monitor and manage their savings plans, including both active and inactive ones. This guide explains how to locate and filter your active savings plans through the mobile app.
Step 1: Open the TransferXO Mobile App
Locate the TransferXO app on your mobile device and tap on it to launch the application.
Step 2: Enter Your Login Details
On the login screen, input your email and password in the designated fields. Ensure that the credentials entered match those used during account registration.
Alternatively, if you signed up using Gmail or Apple ID, you can select the corresponding option at the top of the login page to proceed with authentication.
Important Note: If you do not have an account yet, you must create one before logging in. Refer to the How to Create an Account on TransferXO guide for assistance.
Step 3: Click on Login
Once your details are entered correctly, tap on the Login button to proceed.
If your credentials are valid, the system will authenticate your details, granting you access to your TransferXO dashboard.
Step 4: Access the Dashboard
Upon successful login, you will be directed to your homepage, also known as the Dashboard.
Step 5: Locate the Key Offering Panel
At the top of the screen, to the left of the TransferXO logo, locate the Key Offering buttons. These provide quick access to various services on the platform.
Step 6: Select XO Wealth
Tap on the XO Wealth option from the Key Offerings panel to proceed to the savings interface.
Step 7: Click on Quick Save
On the bottom navigation bar, tap on Quick Save to proceed.
Step 8: Navigate to the My Savings Section
Once the Loan and Savings interface opens, locate the My Savings section to view your existing savings plans.
Step 9: Browse Through All Your Savings
You will now be able to view all your savings, including both active and inactive plans.
Step 10: Browse by Asset Code
Find a specific savings plan by searching for its Asset Code, which is the code assigned to the savings plan during its creation.
Step 11: Filter by Savings Type
To view only savings of a particular type, filter by Type and select the specific savings type to refine your list.
Step 12: Filter by Status
To view only active savings, filter by Status and select Active to refine your list.
Viewing your active savings on TransferXO is simple and intuitive with the upgraded mobile app. Use the filtering and search options to manage your savings plans efficiently. For further assistance, consult the TransferXO Help Centre or reach out to customer support.