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Learn how to get the most out of your World Account.

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.