<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/8763301f291a4707862e10bc21044091&quot; frameborder=&quot;0&quot; width=&quot;972&quot; height=&quot;729&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>729</height><width>972</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>729</thumbnail_height><thumbnail_width>972</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/8763301f291a4707862e10bc21044091-558b2fc0cd90b755.gif</thumbnail_url><duration>317.681</duration><title>Automating Smart Transfers and Margin Payments</title><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.</description></oembed>