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Submit an Initiate Automated Customer Account Transfer Request

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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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