Every dollar in your tax bucket remains available to you at all times.
To move funds out of your Tax Bucket, please use the instructions found below.
In the Web App:
- Choose the Dashboard option found at the top of the left hand column
- In the Checking Account window, found in the main screen, click on Tax Bucket
- Just under the Tax Bucket Balance, you'll see the "Withdraw" option. Click on Withdraw.
- Click inside the field to the right of the $ sign and enter the amount you wish to withdraw (the amount can be up to your total Tax Bucket balance)
- click on Withdraw to complete the transfer
In the Mobile App:
- Go to your account's Tax Bucket (Main Menu > Tax Bucket). You'll be redirected to the Tax Bucket hub, where you'll see the balance in your Tax Bucket
- Tap on the Withdraw button
- Enter the amount you'd like to transfer out of your Tax Bucket
- Confirm the transfer to move the funds from the Tax Bucket to the checking account
Lili is a technology company and not a bank. Banking services are provided by Choice Financial Group, Member FDIC. The Lili Visa® Business Debit Card is issued by Choice Financial Group, Member FDIC, pursuant to a license from Visa U.S.A.