Did you know you can set up alerts to warn you when your funds are getting low?
Our intelligent alerts help ensure you never run out of funds unexpectedly, keeping your account running smoothly and your transactions uninterrupted.
Types of Fund Alerts:
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Fund Value (Funds Drop Below): Set a specific balance threshold (Ex: $9,000). When your funds drop below that amount, an alert will be triggered immediately.
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Period Alerts (Estimated Days Remaining): Choose a time period you’d like your funds to cover (Ex: 14 days). Our system analyzes your trading activity and notifies you if your current balance is no longer sufficient for that period.
✉️ Receive Fund Alerts by Email
1. In the partner hub, navigate to the "Monies on Account" section (or the Credit page, depending on the brand).
2. At the top, you will find a "Fund Alerts" tab.
3. Click the "Set Email Notifications" button in the top right corner.
4. You’ll be taken to your User Profile.
5. Ensure that the toggle is enabled and you will receive the fund alert emails to your inbox.
- You can access your email alert toggle by heading to your User Profile at the top of the Buyer Hub.
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🔔 Once enabled, you’ll receive Fund Alert emails every 24 hours until the alert is resolved. If your balance changes frequently, alerts can re-trigger as often as hourly.
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🖥️ Setting up Alerts within the Partner Hub
1. In the partner hub, navigate to the Monies on Account section (or the Credit page, depending on the brand).
2. At the top, you will find a "Fund Alerts" tab.
3. Toggle on the alert you wish to set up and enter the value: Estimated Days Remaning or Funds Drop Below.
Triggered alerts will be displayed at the bottom of the home page of your Dashboard.
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🪝 Using the Fund Alerts Webhook
A webhook is also available for Fund Alerts.
This allows you to receive alert notifications directly into your own systems or tools — ideal if you’d like to automatically trigger top-ups, internal notifications, or reporting actions.
For setup instructions and technical details, please refer to our Webhook Documentation or contact client services for support.
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