How to book a transfer in WorldFirst Online

For Private Account & Corporate Account

Step 1a:

Log in to your online account

Visit www.worldfirst.com/uk/ and click the 'login' button on top right.

Note: If you need to reset your password, select ‘Forgotten your password?’ on the log in screen.

Step 1b:

Enter your 2FA or memorable question

Two-factor authentication

Enter the 6-digit code sent to your registered mobile number

Memorable question

Tip: For an example, if your answer to the question was 'London', the 6th character to your answer is 'N'


Step 2


Either

Create a new beneficiary first and then book a trade.

Or

Book a trade first and create a beneficiary later.

Create your beneficiary

Refer to step-by-step 'Adding a Beneficiary Guide'

Step 3:

Book a trade

a) Select 'Book a trade'

b) Select the currencies you wish to buy and sell

c) Select the number of outgoing payments

d) Select the beneficiary or create one later

e) Input the amount you wish to buy or sell

Step 4:

Select payment method

- Please select if the funds are coming from your business account or not. If not, we may need to upload an invoice or supporting documentation for the funds. (Go to ‘Settings’, ‘Upload Your documents’)

- Select the payment method


Confirmation email:

If you would like your beneficiary to be notified automatically when a payment to their account is scheduled, please select 'Yes' and input the beneficiary's email address.

Step 5:

Specify date

Choose the date you want to make the payment.

Step 6:

Get a quote and book in your payment

a) Rate refreshes every 10 seconds

b) Confirm and book your transaction


Important

If you click "Accept Rate & Book Transaction" you will enter into a legal contract with World First to buy or sell the currency you have selected. Cancellation of the contract is subjected to our terms and conditions and you may incur a loss or charge.

Step 7:

Transfer your money to WorldFirst and we will make your payment

Once you have booked your payment, you will receive a trade confirmation via email. This will include the details of your transaction and instruction for payment settlement such as bank account details.


When do I have to send my money to World First?

When you book your trade, you will be given a 'funds in' date based on the method you chose for sending funds to us. You need to make sure that your funds are with us and cleared by that date.


You will receive a payment confirmation email once we send out your payment.

Further help?


If you have any questions about making a transfer in WorldFirst Online, please get in touch using the contact details below:

In the UK? Call us free
0800 030 5025

Outside the UK
020 7326 9120

Office Hours Monday - Friday

8am - 6pm

There’s always someone here to take your call.