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How to view your account details

Find out how to view your account details from your central dashboard.

Step 1:

Once you have logged in to your WorldFirst account, go to the dashboard and click on ‘Account Details’ in the Quick Navigation.

Step 2:

Select the receiving account you want to view the details for.

Step 3:

Select ‘View details’ to see the full account information.

Step 4:

Review any information about payment restrictions, and transfer the funds from your external account into your WorldFirst account using these details.

Stream A

Death, taxes and expanding to the U.S.

This session will cover the basics of what your key tax obligations are and answer questions

such as:

  • What are the biggest mistakes businesses make when expanding to the US (from a tax perspective)?
  • How to avoid penalties: what happens if you don’t comply? How to stay ahead of changing regulations?
  • How to keep tax compliance from being a bottleneck?
  • What resources or tools can businesses use to manage tax compliance without an in-house expert?
  • At what stage should businesses invest in tax automation software?
  • How can automation help prevent tax errors?