{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/8763301f291a4707862e10bc21044091\" frameborder=\"0\" width=\"972\" height=\"729\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":729,"width":972,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":729,"thumbnail_width":972,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/8763301f291a4707862e10bc21044091-558b2fc0cd90b755.gif","duration":317.681,"title":"Automating Smart Transfers and Margin Payments","description":"I’m showing you how to automate smart transfer rules so your money moves through the system automatically. First, when money comes into the Money In account, I set an Earned Over Balance rule to transfer indefinitely into the Transfer account, starting with $0 and then hitting create and confirm. Next, I set a Borrow rule on the Transfer account to pay down margin, borrowing until a 15 percent utilization limit, then investing back into the blueprint indefinitely. I also configured dividend handling to sweep dividends into the high yield account and the Transfer account so they flow to margin. I didn’t ask you to take any action in this Loom."}