This FAQ applies to Flourish Cash. You can review Flourish Crypto FAQs here.
You can set up SmartBalance for your instantly linked checking account by following these steps:
1) Log in to Flourish at Flourish.com/login
2A) If you have not completed the funding/bank-linking flow, please click on "Fund" next to your Flourish Cash account from the main dashboard to complete this step first
2B) If you've already completed the funding flow, from the main dashboard, please click on “Manage” next to the Flourish Cash account you would like to access
3) From the "Activity" page, click on "Set up Automatic Transfers"
4) Click "Set up" under the SmartBalance section towards the bottom of the page
5) Modify your SmartBalance settings as desired. Click "Next," and then "Confirm" to save your updates.
6) Once SmartBalance has been set up, you can change the Target Balance, pause SmartBalance, or cancel it entirely by clicking on the "Settings" link shown below: