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How to set up a Direct Debit

Follow these simple instructions to set up a Direct Debit and fund your Plan monthly:

 

Using a desktop Using the app 
Man on computer man on phone
1. Sign into your Wealthify account
2. From your dashboard, select your Plan 
3. On the right-hand side, you’ll see the option to set  up a Direct Debit 
4. Select this and follow the onscreen instructions. 

1. Sign into your Wealthify account   
2. From your dashboard, select your Plan
3. Scroll down to view your Plan details – you should see the words 'Direct Debit' and 'Set Up'
4. Select 'Set up' and follow the onscreen instructions.

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