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Home > How to set up automatic transfers to sweep funds
Navigate to ‘Payments’ on the left side navigation bar.
Click on ‘Automated transfers’
Click on the red ‘Create a new rule’ button on the top right of the screen.
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’.
Select the currency account you would like debited for your automated payments and choose ‘Minimum amount’.
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’.
Select the date you would like your automated payments to start, and choose the frequency of your payments.
Once selected, click ‘Next’.
Confirm your payment rule by Authy or SMS code.
Review your payment rule details, and if you are happy to proceed, click ‘Confirm payment rule’.
All done! You automated payment rule has been booked, and will begin on your specified start date.
World First UK Limited is a UK registered limited company with company number 05022388 and is authorised by the Financial Conduct Authority (“FCA”) as an Electronic Money Institution under the Electronic Money Regulations 2011 with FCA Firm Reference number 900508.
The registered address for World First UK Limited is Millbank Tower, 21-24 Millbank, London SW1P 4QP