In between optimizations, if you wish to move excess funds from checking into savings, or you need to move funds from savings back to checking, you can use the “Transfer Funds” feature at the top of your dashboard. 


Click on the arrow pointing from checking to savings and type in the amount of money that you would like transferred. The funds will then flow to your online accounts in an optimal manner. You can instruct the transfer of funds from savings to checking in a similar manner by clicking on the arrow that points from savings to checking.