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.
![](https://cdn.marmot-cloud.com/worldfirst/sites/15/2024/01/1701735012555-fb374891-f3b5-44b5-85ec-670dc3dd9641-2-1024x576.png)
Step 2:
Click on ‘Automated transfers’
![](https://cdn.marmot-cloud.com/worldfirst/sites/15/2024/01/1701735043930-db759b92-c68f-4037-b777-bbc8f0e51264-1-1024x576.png)
Step 3:
Click on the red ‘Create a new rule’ button on the top right of the screen.
![](https://cdn.marmot-cloud.com/worldfirst/sites/15/2024/01/1701735076607-72a8e040-6015-435b-b32d-5f492ad3430c-1-1024x576.png)
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’.
![](https://cdn.marmot-cloud.com/worldfirst/sites/15/2024/01/1701735139008-5313c37b-b94d-46ef-a536-6ec12277693d-2-1024x576.png)
Step 5:
Select the currency account you would like debited for your automated payments and choose ‘Minimum amount’.
![](https://cdn.marmot-cloud.com/worldfirst/sites/15/2024/01/1701735659182-f01173b9-1eb1-4edb-bb32-042054bfa538-1-1024x576.png)
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’.
![](https://cdn.marmot-cloud.com/worldfirst/sites/15/2024/01/1701735744207-828a3388-be9f-40cd-a987-52ed182e7b5a-2-1024x576.png)
Step 7:
Select the date you would like your automated payments to start, and choose the frequency of your payments.
Once selected, click ‘Next’.
![](https://cdn.marmot-cloud.com/worldfirst/sites/15/2024/01/1701735321437-51527adc-a49d-49f0-b8ac-29d249af9441-1024x576.png)
Step 8:
Confirm your payment rule by Authy or SMS code.
![](https://cdn.marmot-cloud.com/worldfirst/sites/15/2024/01/1701735361731-0c2e1d6f-b346-49a9-93d8-b6eb76fc4cd6-1024x576.png)
Step 9:
Review your payment rule details, and if you are happy to proceed, click ‘Confirm payment rule’.
![](https://cdn.marmot-cloud.com/worldfirst/sites/15/2024/01/1701735866070-5c848fc4-3643-419a-bbac-1468528ae4c3-1024x576.png)
Step 10:
All done! You automated payment rule has been booked, and will begin on your specified start date.
![](https://cdn.marmot-cloud.com/worldfirst/sites/15/2023/10/Auto-withdraw-9.jpeg)