Home > How to set up automatic transfers to sweep funds
How to set up automatic transfers to sweep funds
Step 1:
Navigate to ‘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 top right of the screen.
Step 4:
Select the payee that you would like to make your automated payment too, and enter any reference you would like included with your automated payments.
Once done, click ‘Next’.
Step 5:
Select the currency account you would like debited for your automated payments and choose ‘Minimum amount’.
Step 6:
Select the minimum balance you would like in your account before an automated pay.
You can also select to retain a minmum balance after your payment is made
Once done, click ‘Next’.
Step 7:
Select the date you would like your automated payments to start, and choose the frequency of your payments.
Once selected, click ‘Next’.
Step 8:
Confirm your payment rule by Authy or SMS code.
Step 9:
Review your payment rule details, and if you are happy to proceed, click ‘Confirm payment rule’.
Step 10:
All done! You automated payment rule has been booked, and will begin on your specified start date.