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How to Start a Flexible Savings Plan on TransferXO (Web View)

Learn how to create a Flexible Savings Plan so you can save money and access it anytime without a fixed lock-in period. Flexible Savings lets you earn interest while keeping the freedom to withdraw funds whenever you need them.

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By Mercy XO

February 25, 2026

This guide will walk you through how to start a Flexible Savings Plan on TransferXO using a desktop browser.

Step 1: Visit TransferXO.com.

Open your browser and go to the official TransferXO website transferxo.com and click the three hamburger menu to begin.

Step 2: Click Login to Dashboard.

This will open the navigation menu where you can access login options.

Step 3: Enter your credentials to access your Dashboard.

Enter your username and password to sign in to your account.Step 4: On the Dashboard, click Quick Save.

This will take you to the savings options available on your account.Step 5: Click Flexible Savings (Start Saving).

This option allows you to create a plan for a specific goal and select the asset type that fits your savings plan.



Step 6: Enter your savings objective and Click Start Plan.

For example: Rent, Tuition, Relocation, etc. This helps you track your goal clearly.

Your Flexible Savings Plan will be successfully created.

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