Transferring the ownership of an account is easy.

1. Log into your OFX account.

2. Click on Setup on the left sidebar menu, then select Account.

   

3. Click Edit on the Account Owner widget.

   

    

4. Select the new account owner from the list of users in the dropdown menu
   

   

    

5. Click Transfer to confirm the change in ownership. 

Please note

• Important: invite the new Owner before changing ownership, as the user will need to be an option in the dropdown menu.

• You will retain the same permissions as before and set as a "Custom" role.

• Know your customer (KYC) checks are required on new owners KYC Process

Related FAQ Article

• What is the Accounts tab?

• How do I view account balances?

• Why do I need to undergo the account approval process?