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Introducing Routines

The best way to build healthy financial habits is to stick to a Routine. Automate your finances and streamline the process of building your savings in just a few clicks.

See how it works

Built for anyone.

Customized by you.

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Automated

Set it and forget it. Routines run automatically, so you can build solid financial habits in your sleep.

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Customizable

Start with just one Routine or ten. Edit, reconfigure, and adjust them to find your perfect setup.

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Curated

Don’t know where to start? We provide a blueprint to help you get going with the financial basics.

HOW IT WORKS

Effortlessly automatic

Routines are composed of two elements: Triggers and Actions. Easy to understand – but adaptable enough to be customized for your financial needs.

Triggers

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Actions

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Step 1

Select your Trigger

First, pick a trigger that will start your Routine. This could be a deposit, a type of transaction, or even a date. The trigger will activate your Routine each time it occurs without you lifting a finger.

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Step 2

Set your Action

Actions are the things that happen after the Trigger. This is where things come to life and our Routines engine gets to work. Actions can be initiating transfers, saving to a Plan, and much much more.

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Step 3

Watch your Routine run

Kick off your Routine then kick up your feet and relax as you watch the magic happen. Your financial machine is now running automatically for you – just the way you built it.

Build your own, or choose from ours.

You can try our Routines Templates and adapt them to your needs, or create your own from scratch using Triggers and Actions.

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Put your paycheck to work

Transfer a portion of your paycheck into your selected Plan, making it easy for you to save money without having to think about it.

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Put your interest to work

Don’t let your earned interest go to waste – automatically roll it to a Plan and put it right back to work for you.

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Watch your rewards compound

Roll your HMBradley Credit Card cash back directly to a Plan every time you redeem to build your savings even faster.

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