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Anna Orestova

Product Marketing Manager at ETNA, with a background in B2B fintech and a focus on crafting innovative solutions for brokers and dealers.

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    05.06.2024

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    Anna Orestova

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    Introducing Scheduled Deposits and Withdrawals

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    We are excited to announce a new feature in Basic Web Trader and Pro Trader: Scheduled Fund Transfers. This feature allows you to automate your account funding and withdrawals, making your trading experience smoother and more efficient.

    Benefits of Scheduled Fund Transfers

    With scheduled fund transfers your account is always ready for the next trading opportunity, or the convenience of having your profits automatically transferred to your bank account.

    Here’s how this feature can benefit you:

    Consistent Funding

    Scheduled funding can help you regularly add funds to your account, for instance, after payday, ensuring you stay on track with your investing strategy and always have sufficient funds available for trading opportunities, without the risk of missing out due to an insufficient balance.

    Automated Withdrawals

    Scheduling withdrawals can help you manage your income, ensuring that profits or specific amounts are regularly transferred to your bank account without manual intervention.

    User-Friendly Setup

    Scheduling transfers is a breeze. You just need to complete one transaction and then use it as a template for future transactions.

    Flexible Control

    You can pause, modify, or cancel a scheduled transfer before it is executed.

    How to Set Up Scheduled Transfers

    Setting up scheduled transfers is straightforward and can be done in both Basic Web Trader and Pro Trader in a few simple steps:

    Complete a Transfer

    Begin by completing at least one funding or withdrawal operation. Once done, this transaction will appear in the “Recent Transfers” tab.

    Use as a Template

    To use the completed transfer as a template for future transfers, click on the calendar action button next to the transaction.

    Use as a Template

    Specify Details

    Next, the pop-up window will appear, where you specify the following details:

    • Amount: Enter the amount you wish to transfer.
    • Time Frame: Choose the transfer frequency (daily, weekly, monthly).
    • Start Day: Select the day to initiate the scheduled transfers

    Specify Details

    Save the Transfer Rule

    Click “OK” to save the transfer rule. You can view all upcoming transfers in the “Upcoming Transfers” tab.

    Save the Transfer Rule

    You can learn more about scheduled transfers in our Basic Web Account Funding documentation.

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