How to set up automatic transfers to sweep funds
Step 1:
Select ‘Payments’ from the Top Nav.
Step 2:
Select ‘Automatic transfer.’
Step 3:
Select ‘Create a new rule’ in the top-right corner.
Step 4:
Select the desired payee from the drop down menu and input a reference if required.
Step 5:
Choose the currency account you wish to debit and select ‘Minimum amount’. Next, input the minimum balance required for the payment.
You’ll also have the option to input the account balance you would like to retain when the payment is sent.
Step 6:
Select the start date and the frequency of payment.
Step 7:
You’ll then be asked to confirm via Authy or SMS.
Step 8:
Review your automatic transfer rule and hit confirm.
Step 9:
Once complete, you’ll see a screen confirming that your new automatic transfer rule has been booked.
