You can use the Lucy app to transfer money to local bank accounts that are added to your connections. To add a local bank account to your connection, select 'Connections' from the menu. Click on 'Add local bank account' and enter the following details: Bank name, Account holder name, email, account number, and account nickname. When the details are validated, the bank account will be added to your connections
To make a transaction, follow the steps below:
Login to your Lucy app and click Transfer directly from the account or pocket saver from where money will be debited
Select the bank account to which money is credited
Enter the amount and click Continue
To send the amount right away, click Now. If you want to schedule the payment at a later date, click Recurring and provide the required details
Enter a Description or Reference for the payment and click Continue
Verify the details on the final page and click Continue
View the transfer receipts and ensure the details provided are correct
How do I set up recurring payments with Lucy?
You can schedule the recurring payments the same way you make a regular payment and before confirming the payment, select the Recurring option to view the payment customization.
Based on your requirement, select the repeat payment frequency as Daily, Weekly, or Monthly and use the date picker to choose the start date.
You can specify the number of payments/end date or set it to run indefinitely until further notice.
Can I change or cancel a transfer?
Unless the transfer is future dated, you can not change or cancel a transaction once you've clicked confirm. So you verify the recipient and transfer the amount before confirming a transaction.
Do you have more questions?