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How to setup autopay? (Step by step process)

  1. Log in to the Wall Platform
  2. Navigate to the Mandate section
  3. Select the active mandate and click on Set Autopay.

Note: After the mandate is created and activated (it may take upto 7 days), clients can proceed to set up Autopay.

Enter and review the autopay details such as name, amount, frequency, and investment instructions. Click create to proceed

Once submitted, Autopay will be successfully set up and scheduled as per the selected instructions.