Transfer account ownership

Transfer ownership of any account following these simple steps.
Written by Upscale
Updated 2 years ago

You can change the ownership of a particular account using the transfer account ownership option. 

Follow these simple steps:

  • Go to the Accounts section
  • Select all the account(s) from the list that you want to change ownership of
  • Click on the Update icon

  • Choose the Owner option from the drop-down list
  • Select the name of the owner you want to transfer ownership to
  • Confirm your action by clicking on the Update button
Alternatively, you can hover over the account's name, select the update icon and follow the above steps to change ownership.

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