You will see your qualified spending transactions through your Save online account. Every time you make a qualifying purchase, you will also receive a notification through your Save app.
You must have a minimum qualified spend of $250.00 in a month to receive an equivalent portfolio investment match for that month. If you do not meet the minimum $250 you will not receive an investment match for that month.
The investment match is traded by the second Wednesday of the following month. Once the trade settles, you will see it in your My Investments tab through your online dashboard. The trade settlement takes approximately 2-3 business days.
From the Save app
- You will see the amount that is ready to invest at the end of each month.
- To see your investments, go to the My Investments tab
- If your program has not yet been traded, you will see the program as pending
- Once the program has been traded you will be able to see the status of your program as well as the program details as shown below.
- You will be able to see the progress of your program
From your Online Portal
- You will see the amount that is ready to invest at the end of each month.
- To see your investments, go to the My Investments tab
- If your program has not yet been traded, you will see the program as pending
