MOVING A FINANCIAL ACCOUNT FROM ONE ENTERPRISE TO ANOTHER

摘要

According to some embodiments, a system includes an interface and one or more processors. The interface receives a request from a user to move a first account associated with a first enterprise to a second enterprise where the user has at least one account. The processor(s) determine first configuration settings associated with the first account. The processor(s) receive a modification request to modify or delete one or more of the first configuration settings and select second configuration settings associated with the second account based on the first configuration settings and the modification request. The processor(s) create a second account at the second enterprise and apply the second configuration settings to the second account.

主权项

1. A system, comprising:
an interface operable to:
receive a request from a user to move a first account associated with a first enterprise to a second enterprise, wherein the user has at least one account associated with the second enterprise; and one or more processors operable to:
create a second account at the second enterprise, the second account associated with the user;determine first configuration settings associated with the first account;receive a modification request from the user to modify or delete one or more of the first configuration settings;select second configuration settings associated with the second account based on the first configuration settings and the modification request; andapply the second configuration settings to the second account, as a part of the move of the first account associated with the first enterprise to the second enterprise.