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            Submit an Initiate Automated Customer Account Transfer Request

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            3. Financial Services Cloud Admin Guide

            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To submit an Initiate Automated Customer Account Transfer request: Customize Application
            1. On the Wealth Management app, select Accounts from the dropdown.
            2. On the Accounts tab, search for and select the account name.
            3. Click the Initiate Automated Account Transfer quick action.
            4. In the Add Account Details section, select Transfer Action, enter the details, and then click Next.
            5. Select Transfer Type, and click Next.
            6. Review the changes, and click Submit.

            A case is created in Salesforce for the Initiate Automated Customer Account Transfer request.

             
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