To schedule a conversion, log into your OFX account and navigate to the ‘Convert’ section. You will be prompted to select the currencies, enter the amount, and choose the date for the conversion. Once confirmed, your conversion will be processed on the selected date.

 Why is this page important?
 Understanding how to schedule conversions empowers clients to manage their currency exchanges proactively, allowing for strategic financial planning.

 Next Steps
 1. Log into your OFX account.

2. Navigate to the "Accounts" section. Click on ‘Convert’.

3. Select the currencies you want to convert.

4. Input the amount and specify the desired conversion date.

5. Review and confirm your scheduled conversion.

6. You could view scheduled conversion under 'Upcoming' tab in the relevant currency account.