Initiate Automated Customer Account Transfer Service Process

Your customers can use the Initiate Automated Customer Account Transfer service process to raise requests for transferring securities from one trading account to another, at a different brokerage firm or bank.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

Setup and Configuration of the Initiate Automated Customer Account Transfer Service Process
Your customers can use the Initiate Automated Customer Account Transfer (ACAT) service process to raise requests for transferring securities from one trading account to another, at a different brokerage firm or bank.
Submit an Initiate Automated Customer Account Transfer Request
Your service reps can capture and submit an Initiate Automated Customer Account Transfer request by using the Initiate Automated Account Transfer Omniscript.
Self Service for the Initiate Automated Customer Account Transfer Service Process
Give your customer community users access to the Initiate Automated Customer Account Transfer service process on a self-service portal, such as the Financial Services Client portal. When you make service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests for Initiate Automated Customer Account Transfer through a self-service channel.

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Initiate Automated Customer Account Transfer Service Process

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Initiate Automated Customer Account Transfer Service Process

Required Editions