Move account to a different Product

An account can be moved to another product if the custodian of the existing product and the new product is the same.

Go to the relevant account

Select the required new product from the drop-down list

TAKE NOTE: Fee rates that have not been overridden on the account will change to the fee rates as setup on the new product. See also Setting and overriding Platform fees

This functionality is available to users with the ‘Investor admin’ permission.

Last Updated on 6 years ago by Antoinette Van Meyeren