HOW TO SET UP AUTOMATIC TRANSFERS TO SWEEP FUNDS
Step 1:
From your World Account dashboard, click on ‘Payments’ on the left side navigation bar.
Step 2:
Click on ‘Automated transfers’
Step 3:
Click on the red ‘Create a new rule’ button on the right hand side of your screen.
Step 4:
“Select the payee you would like to receive the automated payments.
Add any reference you would like to send with your payments and click ‘Next’ once you are ready to proceed.”
Step 5:
Select the currency account you would like your automated payments to sweep your balance from.
Step 6:
“Select ‘Minimum amount’ under ‘Select type of transfer’ and set the minimum amount you want in your balance to trigger the automated sweep.
If you wish you may additionally set the amount you want to retain in your balance after the automated payment.
Click ‘Next’ once you are ready.”
Step 7:
“Choose the date you would like the automated sweeps to begin, and how frequent you would like the sweeps to take place.
Click ‘Next’ once done.”
Step 8:
Confirm your automated payment rule via the 2FA code sent via SMS.
Step 9:
Review the details of your automated payment rule, and once you are happy to confirm the rule, click ‘Confirm payment rule’.
Step 10:
All done! Your automated payment rule has now been created, and will start executing from the date you selected
