{"id":44641,"date":"2025-08-27T02:35:34","date_gmt":"2025-08-27T02:35:34","guid":{"rendered":"https:\/\/www.worldfirst.com\/eu\/?post_type=docs&#038;p=44641"},"modified":"2025-12-12T02:54:12","modified_gmt":"2025-12-12T02:54:12","slug":"how-to-set-up-and-manage-low-balance-alerts","status":"publish","type":"docs","link":"https:\/\/www.worldfirst.com\/eu\/help-center\/world-card\/how-to-set-up-and-manage-low-balance-alerts\/","title":{"rendered":"How do I set up and manage low balance alerts?"},"content":{"rendered":"\n<p class=\"has-background\" style=\"background-color:#8dd2fc3b\">Low balance alert allows you to monitor your account balance and receive notifications when it falls below a specified threshold. As an account owner or admin, you can customize these alerts in card settings. This feature gives you the flexibility to define thresholds, set notification frequencies, and manage delivery preferences to ensure you\u2019re always updated on your account status.<\/p>\n\n\n\n<h2><span style=\"font-size: 24px;text-transform:none\">Enable\/disable low balance alerts<\/span><\/h2>\n\n\n\n<ul>\n<li>Log in to your WorldFirst dashboard and go to &#8220;World Card&#8221; from the navigation<\/li>\n\n\n\n<li>Click &#8220;Card Settings&#8221; and navigate to the &#8220;Balance Alert&#8221; section<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/Screenshot-2025-09-05-at-11.06.07.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"332\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/Screenshot-2025-09-05-at-11.06.07-1024x332.png\" alt=\"\" class=\"wp-image-44773\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\" srcset=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/Screenshot-2025-09-05-at-11.06.07-1024x332.png 1024w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/Screenshot-2025-09-05-at-11.06.07-300x97.png 300w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/Screenshot-2025-09-05-at-11.06.07-768x249.png 768w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/Screenshot-2025-09-05-at-11.06.07-360x117.png 360w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/Screenshot-2025-09-05-at-11.06.07.png 1118w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<ul>\n<li>By default, the low balance alert feature is turned OFF<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552359041-1d45fe51-d0ad-4191-ac11-85a4c445e4cc.png\"><img decoding=\"async\" width=\"1024\" height=\"538\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552359041-1d45fe51-d0ad-4191-ac11-85a4c445e4cc-1024x538.png\" alt=\"\" class=\"wp-image-44643\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\" srcset=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552359041-1d45fe51-d0ad-4191-ac11-85a4c445e4cc-1024x538.png 1024w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552359041-1d45fe51-d0ad-4191-ac11-85a4c445e4cc-300x158.png 300w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552359041-1d45fe51-d0ad-4191-ac11-85a4c445e4cc-768x404.png 768w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552359041-1d45fe51-d0ad-4191-ac11-85a4c445e4cc-1536x808.png 1536w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552359041-1d45fe51-d0ad-4191-ac11-85a4c445e4cc-360x189.png 360w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552359041-1d45fe51-d0ad-4191-ac11-85a4c445e4cc.png 1702w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p id=\"u69a5b01e\">Toggle the low balance alert switch to ON to activate the feature, or toggle it to OFF to deactivate it.<\/p>\n\n\n\n<p id=\"u2ea23a4a\">Once enabled, you can proceed to customize your alert preferences.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2><span style=\"font-size: 24px;text-transform:none\">Customize low balance alert settings<\/span><\/h2>\n\n\n\n<p id=\"uf2c23762\">In the &#8220;Balance Alert&#8221; section, you can set the following preferences:<\/p>\n\n\n\n<ul>\n<li>Currencies: Add alerts for the currencies with a balance in your account.<\/li>\n\n\n\n<li>Threshold: Set the lowest balance amount for each currency that will trigger a notification. For example: GBP 200, USD 100.00, etc. Please note that the threshold cannot be set lower than an amount equivalent to USD 100.<\/li>\n\n\n\n<li>Frequency: Choose how often you want to be notified:\n<ul>\n<li>Once only<\/li>\n\n\n\n<li>Once a day<\/li>\n\n\n\n<li>Once a week<\/li>\n\n\n\n<li>Once every two weeks<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552316709-cca75307-ee24-48a3-a3fd-fcab51eac59f.png\"><img decoding=\"async\" width=\"1024\" height=\"565\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552316709-cca75307-ee24-48a3-a3fd-fcab51eac59f-1024x565.png\" alt=\"\" class=\"wp-image-44644\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\" srcset=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552316709-cca75307-ee24-48a3-a3fd-fcab51eac59f-1024x565.png 1024w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552316709-cca75307-ee24-48a3-a3fd-fcab51eac59f-300x166.png 300w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552316709-cca75307-ee24-48a3-a3fd-fcab51eac59f-768x424.png 768w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552316709-cca75307-ee24-48a3-a3fd-fcab51eac59f-1536x847.png 1536w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552316709-cca75307-ee24-48a3-a3fd-fcab51eac59f-360x199.png 360w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754552316709-cca75307-ee24-48a3-a3fd-fcab51eac59f.png 1702w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>Currency<\/td><td>USD<\/td><td>EUR<\/td><td>HKD<\/td><td>AUD<\/td><td>CAD<\/td><td>CHF<\/td><td>CNH<\/td><td>CZK<\/td><td>GBP<\/td><td>JPY<\/td><td>MXN<\/td><td>NZD<\/td><td>PLN<\/td><td>SEK<\/td><td>SGD<\/td><\/tr><tr><td>Alert Threshold Minimum<\/td><td>100.00<\/td><td>100.00<\/td><td>800.00<\/td><td>150.00<\/td><td>130.00<\/td><td>90.00<\/td><td>700.00<\/td><td>2300.00<\/td><td>80.00<\/td><td>15000<\/td><td>1700.00<\/td><td>170.00<\/td><td>430.00<\/td><td>1000.00<\/td><td>140.00<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul>\n<li>Next, review and save your changes to start monitoring your balances according to your customized settings<\/li>\n\n\n\n<li>Once your rules are set up, you will receive SMS notifications when your account balance falls below the specified thresholds<\/li>\n<\/ul>\n\n\n\n<p>By default, the notifications will be sent to your World Account security mobile number. If you&#8217;d like to send the notifications to a different phone number, you can follow the below steps to add a new phone number<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553469896-5c40536e-c97b-4b5d-9664-300b540134a6.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"414\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553469896-5c40536e-c97b-4b5d-9664-300b540134a6-1024x414.png\" alt=\"\" class=\"wp-image-44646\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\" srcset=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553469896-5c40536e-c97b-4b5d-9664-300b540134a6-1024x414.png 1024w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553469896-5c40536e-c97b-4b5d-9664-300b540134a6-300x121.png 300w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553469896-5c40536e-c97b-4b5d-9664-300b540134a6-768x310.png 768w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553469896-5c40536e-c97b-4b5d-9664-300b540134a6-1536x621.png 1536w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553469896-5c40536e-c97b-4b5d-9664-300b540134a6-360x145.png 360w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553469896-5c40536e-c97b-4b5d-9664-300b540134a6.png 1705w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553551895-ab964eaa-36fe-4dbc-a65d-a7d03571a7a6.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"604\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553551895-ab964eaa-36fe-4dbc-a65d-a7d03571a7a6-1024x604.png\" alt=\"\" class=\"wp-image-44647\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\" srcset=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553551895-ab964eaa-36fe-4dbc-a65d-a7d03571a7a6-1024x604.png 1024w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553551895-ab964eaa-36fe-4dbc-a65d-a7d03571a7a6-300x177.png 300w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553551895-ab964eaa-36fe-4dbc-a65d-a7d03571a7a6-768x453.png 768w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553551895-ab964eaa-36fe-4dbc-a65d-a7d03571a7a6-1536x906.png 1536w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553551895-ab964eaa-36fe-4dbc-a65d-a7d03571a7a6-360x212.png 360w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/18\/2025\/08\/1754553551895-ab964eaa-36fe-4dbc-a65d-a7d03571a7a6.png 1700w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Low balance alert allows you to monitor your account balance and receive notifications when it falls below a specified threshold. As an account owner or admin, you can customize these alerts in card settings. This feature gives you the flexibility to define thresholds, set notification frequencies, and manage delivery preferences to ensure you\u2019re always updated [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[34],"doc_tag":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v24.3) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How do I set up and manage low balance alerts? | WorldFirst EU<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.worldfirst.com\/eu\/help-center\/world-card\/how-to-set-up-and-manage-low-balance-alerts\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How do I set up and manage low balance alerts?\" \/>\n<meta property=\"og:description\" content=\"Low balance alert allows you to monitor your account balance and receive notifications when it falls below a specified threshold. 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