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Set Up Initiate Automated Customer Account Transfer as a Self-Service Process

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Set Up Initiate Automated Customer Account Transfer as a Self-Service Process

Configure a self-service portal from using the Financial Services Client Portal template and give your customer community users a self-guided process to transfer securities.

Required Editions

Available in:
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
User Permissions Needed
To set up the Initiate Automated Customer Account Transfer self-service process: Customize Application

Before you begin, see Setup and Configuration of the Initiate Automated Customer Account Transfer Service Process.

  1. On the Financial Services Client portal, configure the Initiate Automated Customer Account Transfer service process for self-service.
  2. Assign user permissions to access Named Credentials and External Credentials.
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Edit the cloned community user profile.
    3. In the Administrative Permissions section, select Allows users to modify Named Credentials and External Credentials.
    4. Save your changes.
 
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