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How to set up recurring contributions?

Make your retirement saving simple by setting up recurring contributions to stay on track with your retirement goals automatically.

How to Set Up Recurring Contributions

 

What Are Recurring Contributions?

Recurring contributions allow you to automatically transfer funds from your linked bank account to your AET account on a regular schedule. You can set the amount, frequency, and duration to match your retirement savings goals.

 

Setting Up a Recurring Contribution

Option 1: From the Contributions Tab
  1. Log into your AET User Platform account
  2. From the Dashboard, navigate to the Contributions tab
  3. Click the Create Recurring Contribution button
  4. Follow the setup process to configure your recurring transfer
Option 2: During a One-Time Contribution
  1. Log into your AET User Platform account
  2. Click Move Money from the Dashboard
  3. Select Deposit Funds
  4. Choose your Type of Transfer (typically Bank Transfer - ACH)
  5. Select your Linked Bank Account from the dropdown
  6. Enter the Amount you want to contribute
  7. Check the box for Set as Recurring Contribution
  8. Configure your recurring schedule:
  9. Frequency: Choose how often (weekly, monthly, quarterly, etc.)
  10. Start Date: Select when the first contribution should occur
  11. End Date: (Optional) Set when recurring contributions should stop
  12. Click Review to confirm your settings
  13. Complete the setup to activate your recurring contributions

 

Frequency Options

You can choose from various frequency options to match your payment schedule: - Weekly - Bi-weekly - Monthly - Quarterly - Annually

 

Managing Your Recurring Contributions

Once set up, your recurring contributions will appear in the Contributions tab on your Dashboard. From there, you can:

  • View upcoming scheduled contributions
  • Check the status of past contributions
  • Modify or cancel existing recurring contributions
  • Export contribution history

 

Important Information

  • Bank Account Required: You must have a linked bank account to set up recurring contributions
  • Processing Time: ACH transfers typically take 3-5 business days to complete
  • End Date: If you don't specify an end date, contributions will continue indefinitely until you cancel them
  • Account Balance: Ensure your linked bank account has sufficient funds on each scheduled contribution date to avoid failed transactions