Scheduled and Recurring Financial Tasks With Finn
Not every useful financial routine starts with a question at the moment you need it. Finn can help you set up a task to run once, begin now, or follow a schedule, so the routine has a defined time to review what matters.
A schedule starts a review, not an unchecked money move
A scheduled task can gather the relevant information and work through its planned steps. If it reaches an eligible trade, transfer, deposit, withdrawal, or investment-plan purchase, Finn pauses for your explicit approval before submitting that financial action.
How Finn works
A recurring task in practice
- 01
Set the routine
Choose what the task should help you review or carry forward, and when it should run.
- 02
Review the current context
When the task runs, Finn uses the relevant connected-account and plan information available for that task.
- 03
Stop when approval is needed
Before a high-friction financial step is submitted, Finn presents it for your review rather than treating the schedule as standing authority.
- 04
Keep you informed
Finn records the task’s progress so you can see whether it completed, is waiting for attention, or needs another step.
Common questions
- Can I use a task only once?
- Yes. A task can be structured as a one-time request, an immediate task, or a scheduled routine depending on what you are trying to accomplish.
- Does scheduling a task authorize every future financial action?
- No. Finn requires your explicit approval before submitting eligible high-friction financial actions, even when they appear in a scheduled task.
- What can start a Finn task?
- A task can be set up to run once, start immediately, or follow a schedule for a recurring routine.
- Can I see whether a scheduled task ran?
- Finn can show task progress and whether a task completed, is waiting for your attention, or needs another step.
- Can I pause a scheduled task?
- Yes. You can pause a task when the routine no longer matches your needs, rather than leaving it active indefinitely.
- Can a recurring task use the same account every time?
- The task can be organized around the relevant account, but availability remains specific to the connected institution, account, asset, and requested action.
- Does a schedule guarantee that an action will happen?
- No. A task can only continue through steps that are available, and eligible high-friction financial actions still require your approval.
