Choose between an FX alert a limit order and auto withdrawal

These features solve different needs.

Use an FX alert when you want an email at a target rate and prefer to decide what to do afterward. The alert itself does not move money.

Use a limit order when you want to link a target rate to a selected remittance and invoice. The order triggers automatic withdrawal when its target condition is met, subject to it remaining eligible and active.

Use client auto-withdrawal for supported incoming client payments when you want the configured withdrawal process to run automatically. Its setup asks for a service description and purpose code rather than a target rate.

Before enabling automation, check which funds or client the instruction covers and whether another instruction already applies. If you need a particular exchange rate, do not assume client auto-withdrawal will wait for it.

Review active settings whenever the client relationship, invoice details, or settlement bank changes.