How do I move money from a savings goal to my retirement account?

For savings-only members 

While it’s not yet possible to directly move money from one goal to another at this time, you can still contribute what you’ve saved in your goals to your retirement account with a few steps:

1. Tap Transfer money and create a withdrawal back to your linked bank account
2. When those funds post back to your bank account (or whenever you’re ready), tap into your retirement fund
3. Tap Transfer money again to create a transfer to your retirement account
4. Add any amount you’d like to set aside in an IRA in accordance with IRA limits*

For banking members

1. Tap Transfer money to move funds from your goal to Spending
2. When that transfer is complete, tap Transfer money again
3. Add any amount you’d like to set aside in an IRA in accordance with IRA limits*

*Oportun will not allow you to add more than $6,500 if you are younger than 50. If you are over 50, your limit is $7,500.