Transaction import from Wells Fargo paused. Please visit our status page for more details and to subscribe to updates.
How to: Enable Scheduled Submit for Individual Use
This task card in your Inbox will ask how often you'd like to submit your reports. You can make your selection here in the drop-down box. Don't want to use individual Scheduled Submit? Just "Hide" the card.
Alternatively, you can make this change later from your Account settings. Head to Settings > Policies > Individual > [Policy Name] > Reports to turn this option on as well as change the submit frequency:
- How-to: Enable scheduled submit for my Group policy
- Deep Dive: What is Scheduled Submit for individual use?
- FAQ: My reports submitted before I was finished, now what?