{"id":2330,"date":"2023-12-13T22:25:20","date_gmt":"2023-12-13T22:25:20","guid":{"rendered":"https:\/\/www.worldfirst.com\/nz\/?page_id=2330"},"modified":"2023-12-13T22:25:20","modified_gmt":"2023-12-13T22:25:20","slug":"how-to-set-up-automatic-transfers-to-sweep-funds","status":"publish","type":"page","link":"https:\/\/www.worldfirst.com\/nz\/how-to-set-up-automatic-transfers-to-sweep-funds\/","title":{"rendered":"How to set up automatic transfers to sweep funds"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"2330\" class=\"elementor elementor-2330\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1b6b679 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1b6b679\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-67eb41cd\" data-id=\"67eb41cd\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3ede2703 elementor-widget__width-initial elementor-widget elementor-widget-breadcrumbs\" data-id=\"3ede2703\" data-element_type=\"widget\" data-widget_type=\"breadcrumbs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<link rel=\"stylesheet\" href=\"https:\/\/www.worldfirst.com\/app3\/plugins\/elementor-pro\/assets\/css\/widget-theme-elements.min.css?ver=1769480475\"><p id=\"breadcrumbs\"><span><span><a href=\"https:\/\/www.worldfirst.com\/nz\/\">Home<\/a><\/span><\/span><\/p>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4e91c62 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4e91c62\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-44288a9\" data-id=\"44288a9\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2316fc6d elementor-widget-mobile__width-initial elementor-widget elementor-widget-heading\" data-id=\"2316fc6d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.23.0 - 15-07-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h1 class=\"elementor-heading-title elementor-size-default\">How to set up automatic transfers to sweep funds<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3e0d8b75 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3e0d8b75\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-69b15b58\" data-id=\"69b15b58\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-15ca010b elementor-widget elementor-widget-heading\" data-id=\"15ca010b\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Step 1:<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c5d0c17 elementor-widget elementor-widget-text-editor\" data-id=\"4c5d0c17\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.23.0 - 15-07-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p>Select\u00a0<strong>&#8216;Payments&#8217;<\/strong>\u00a0from the Top Nav.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-77075564\" data-id=\"77075564\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5a062426 elementor-widget elementor-widget-image\" data-id=\"5a062426\" data-element_type=\"widget\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;_animation&quot;:&quot;none&quot;,&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.23.0 - 15-07-2024 *\/\n.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=\".svg\"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}<\/style>\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"476\" src=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-1.jpeg\" class=\"attachment-large size-large wp-image-19707\" alt=\"\" srcset=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-1.jpeg 900w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-1-300x179.jpeg 300w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-1-768x457.jpeg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5740c898 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5740c898\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-ae9fefb\" data-id=\"ae9fefb\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-563e72d4 elementor-widget elementor-widget-heading\" data-id=\"563e72d4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Step 2:<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7897cfa9 elementor-widget elementor-widget-text-editor\" data-id=\"7897cfa9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Select\u00a0<strong>&#8216;Automatic transfer.&#8217;<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-10cb24f5\" data-id=\"10cb24f5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-72cc7ea2 elementor-widget elementor-widget-image\" data-id=\"72cc7ea2\" data-element_type=\"widget\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;_animation&quot;:&quot;none&quot;,&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"476\" src=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-2.jpeg\" class=\"attachment-large size-large wp-image-19708\" alt=\"\" srcset=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-2.jpeg 900w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-2-300x179.jpeg 300w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-2-768x457.jpeg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-28a7508f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"28a7508f\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-51899f40\" data-id=\"51899f40\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5882e240 elementor-widget elementor-widget-heading\" data-id=\"5882e240\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Step 3:<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e8d0b07 elementor-widget elementor-widget-text-editor\" data-id=\"e8d0b07\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Select\u00a0<strong>&#8216;Create a new rule&#8217;<\/strong>\u00a0in the top-right corner.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-66463900\" data-id=\"66463900\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1eb058eb elementor-widget elementor-widget-image\" data-id=\"1eb058eb\" data-element_type=\"widget\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;_animation&quot;:&quot;none&quot;,&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"476\" src=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-3.jpeg\" class=\"attachment-large size-large wp-image-19709\" alt=\"\" srcset=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-3.jpeg 900w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-3-300x179.jpeg 300w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-3-768x457.jpeg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4ba37e9 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4ba37e9\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-c1591c8\" data-id=\"c1591c8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6644b3d elementor-widget elementor-widget-heading\" data-id=\"6644b3d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Step 4:<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad00a41 elementor-widget elementor-widget-text-editor\" data-id=\"ad00a41\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Select the desired payee from the drop down menu and input a reference if required.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-0439fb9\" data-id=\"0439fb9\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f14560b elementor-widget elementor-widget-image\" data-id=\"f14560b\" data-element_type=\"widget\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;_animation&quot;:&quot;none&quot;,&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"476\" src=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-4.jpeg\" class=\"attachment-large size-large wp-image-19710\" alt=\"\" srcset=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-4.jpeg 900w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-4-300x179.jpeg 300w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-4-768x457.jpeg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3bf2cc2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3bf2cc2\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-71b10ea\" data-id=\"71b10ea\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-18e150a elementor-widget elementor-widget-heading\" data-id=\"18e150a\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Step 5:<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6de39a0 elementor-widget elementor-widget-text-editor\" data-id=\"6de39a0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Choose the currency account you wish to debit and select\u00a0<strong>&#8216;Minimum amount&#8217;<\/strong>. Next, input the minimum balance required for the payment.<\/p><p>You&#8217;ll also have the option to input the account balance you would like to retain when the payment is sent.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-d371094\" data-id=\"d371094\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-dff9eac elementor-widget elementor-widget-image\" data-id=\"dff9eac\" data-element_type=\"widget\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;_animation&quot;:&quot;none&quot;,&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"476\" src=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-5.jpeg\" class=\"attachment-large size-large wp-image-19711\" alt=\"\" srcset=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-5.jpeg 900w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-5-300x179.jpeg 300w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-5-768x457.jpeg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9d9c61a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9d9c61a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-f9efcbf\" data-id=\"f9efcbf\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-54c3a06 elementor-widget elementor-widget-heading\" data-id=\"54c3a06\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Step 6:<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c0fbb6d elementor-widget elementor-widget-text-editor\" data-id=\"c0fbb6d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Select the start date and the frequency of payment.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-9797bc0\" data-id=\"9797bc0\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7f1b6e5 elementor-widget elementor-widget-image\" data-id=\"7f1b6e5\" data-element_type=\"widget\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;_animation&quot;:&quot;none&quot;,&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"476\" src=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-6.jpeg\" class=\"attachment-large size-large wp-image-19712\" alt=\"\" srcset=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-6.jpeg 900w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-6-300x179.jpeg 300w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-6-768x457.jpeg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-b9c700e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"b9c700e\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-b42f906\" data-id=\"b42f906\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ae36c74 elementor-widget elementor-widget-heading\" data-id=\"ae36c74\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Step 7:<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4f6e12a elementor-widget elementor-widget-text-editor\" data-id=\"4f6e12a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>You&#8217;ll then be asked to confirm via Authy or SMS.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-e5e26a0\" data-id=\"e5e26a0\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8496905 elementor-widget elementor-widget-image\" data-id=\"8496905\" data-element_type=\"widget\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;_animation&quot;:&quot;none&quot;,&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"476\" src=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-7.jpeg\" class=\"attachment-large size-large wp-image-19713\" alt=\"\" srcset=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-7.jpeg 900w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-7-300x179.jpeg 300w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-7-768x457.jpeg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4ec7f9e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4ec7f9e\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-63c9e74\" data-id=\"63c9e74\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ba5b652 elementor-widget elementor-widget-heading\" data-id=\"ba5b652\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Step 8:<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2a41fde elementor-widget elementor-widget-text-editor\" data-id=\"2a41fde\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Review your automatic transfer rule and hit confirm.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-ca1b62b\" data-id=\"ca1b62b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-680c711 elementor-widget elementor-widget-image\" data-id=\"680c711\" data-element_type=\"widget\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;_animation&quot;:&quot;none&quot;,&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"476\" src=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-8.jpeg\" class=\"attachment-large size-large wp-image-19714\" alt=\"\" srcset=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-8.jpeg 900w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-8-300x179.jpeg 300w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-8-768x457.jpeg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6529c2c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6529c2c\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-ce626f2\" data-id=\"ce626f2\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8547fce elementor-widget elementor-widget-heading\" data-id=\"8547fce\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Step 9:<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-93b565b elementor-widget elementor-widget-text-editor\" data-id=\"93b565b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Once complete, you&#8217;ll see a screen confirming that your new automatic transfer rule has been booked.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-33aac24\" data-id=\"33aac24\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a814121 elementor-widget elementor-widget-image\" data-id=\"a814121\" data-element_type=\"widget\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;_animation&quot;:&quot;none&quot;,&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"476\" src=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-9.jpeg\" class=\"attachment-large size-large wp-image-19715\" alt=\"\" srcset=\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-9.jpeg 900w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-9-300x179.jpeg 300w, https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Auto-withdraw-9-768x457.jpeg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>How to set up automatic transfers to sweep funds Step 1: Select\u00a0&#8216;Payments&#8217;\u00a0from the Top Nav. Step 2: Select\u00a0&#8216;Automatic transfer.&#8217; Step 3: Select\u00a0&#8216;Create a new rule&#8217;\u00a0in 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 [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"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 to set up automatic transfers to sweep funds | WorldFirst NZ<\/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\/nz\/how-to-set-up-automatic-transfers-to-sweep-funds\/\" \/>\n<meta property=\"og:locale\" content=\"en_NZ\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to set up automatic transfers to sweep funds\" \/>\n<meta property=\"og:description\" content=\"How to set up automatic transfers to sweep funds Step 1: Select\u00a0&#8216;Payments&#8217;\u00a0from the Top Nav. 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Step 5: Choose the currency account you wish to debit [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.worldfirst.com\/nz\/how-to-set-up-automatic-transfers-to-sweep-funds\/\" \/>\n<meta property=\"og:site_name\" content=\"WorldFirst NZ\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.worldfirst.com\/nz\/uploads\/sites\/17\/2023\/10\/Auto-withdraw-1.jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.worldfirst.com\/nz\/how-to-set-up-automatic-transfers-to-sweep-funds\/\",\"url\":\"https:\/\/www.worldfirst.com\/nz\/how-to-set-up-automatic-transfers-to-sweep-funds\/\",\"name\":\"How to set up automatic transfers to sweep funds | WorldFirst NZ\",\"isPartOf\":{\"@id\":\"https:\/\/www.worldfirst.com\/nz\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.worldfirst.com\/nz\/how-to-set-up-automatic-transfers-to-sweep-funds\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.worldfirst.com\/nz\/how-to-set-up-automatic-transfers-to-sweep-funds\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.worldfirst.com\/nz\/uploads\/sites\/17\/2023\/10\/Auto-withdraw-1.jpeg\",\"datePublished\":\"2023-12-13T22:25:20+00:00\",\"dateModified\":\"2023-12-13T22:25:20+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.worldfirst.com\/nz\/how-to-set-up-automatic-transfers-to-sweep-funds\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.worldfirst.com\/nz\/how-to-set-up-automatic-transfers-to-sweep-funds\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.worldfirst.com\/nz\/how-to-set-up-automatic-transfers-to-sweep-funds\/#primaryimage\",\"url\":\"https:\/\/www.worldfirst.com\/nz\/uploads\/sites\/17\/2023\/10\/Auto-withdraw-1.jpeg\",\"contentUrl\":\"https:\/\/www.worldfirst.com\/nz\/uploads\/sites\/17\/2023\/10\/Auto-withdraw-1.jpeg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.worldfirst.com\/nz\/how-to-set-up-automatic-transfers-to-sweep-funds\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.worldfirst.com\/nz\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to set up automatic transfers to sweep funds\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.worldfirst.com\/nz\/#website\",\"url\":\"https:\/\/www.worldfirst.com\/nz\/\",\"name\":\"WorldFirst NZ\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/www.worldfirst.com\/nz\/#organization\"},\"alternateName\":\"WorldFirst\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.worldfirst.com\/nz\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.worldfirst.com\/nz\/#organization\",\"name\":\"WorldFirst NZ\",\"url\":\"https:\/\/www.worldfirst.com\/nz\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.worldfirst.com\/nz\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/07\/20260209142638703.webp\",\"contentUrl\":\"https:\/\/mdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/07\/20260209142638703.webp\",\"width\":1512,\"height\":207,\"caption\":\"WorldFirst NZ\"},\"image\":{\"@id\":\"https:\/\/www.worldfirst.com\/nz\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How to set up automatic transfers to sweep funds | WorldFirst NZ","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.worldfirst.com\/nz\/how-to-set-up-automatic-transfers-to-sweep-funds\/","og_locale":"en_NZ","og_type":"article","og_title":"How to set up automatic transfers to sweep funds","og_description":"How to set up automatic transfers to sweep funds Step 1: Select\u00a0&#8216;Payments&#8217;\u00a0from the Top Nav. 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