For North American clients to manage funding, it is important to know where to view your direct debit limits. Direct debit limits represent the maximum amount you can fund from your linked bank account within a specified period—typically a 3 business day rolling window.

Next Steps

To view your direct debit limits, follow these steps:

1. Log into your OFX account.

2. Navigate to Dashboard.

   

3. From your dashboard, select the Add funds option.

   

4. Go to the Direct Debit section: Click on the Direct debit tab.

5. Locate your limit:
   a. The direct debit limit will be displayed for the selected account.
   b. If you have multiple linked accounts, limits are shared by all accounts of the same company.

   

6. Confirmation: You will now be able to see your available limit and any applicable hold periods.

Why is this important

Viewing your direct debit limit helps you:

• Plan your funding activities and avoid failed transactions due to exceeding limits.

• Stay compliant with OFX’s risk management and regulatory requirements.

• Manage your cash flow efficiently, especially if you have multiple accounts or currencies.

Related FAQ Articles

• What is a direct debit limit?

• How do I check when the direct debit will be deposited?