How to transfer a sub account (Send)

Step-1: Go to Agency Level > Sub-Accounts. Go to Manage Client for the sub-account that needs to be transferred. 


Step-2: Select Actions > Transfer Sub-account

Step-3: Enter the Relationship Number of the agency that you need to transfer the sub-account to.

Step-4: A request will be sent to the receiving agency upon confirming the action. The sub-account will be transferred as soon as the request is approved.

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