System for automatically transferring account information, such as information regarding a financial services account

摘要

A system for transferring a customer's account information from one account to a new account is described. The system utilizes a switch kit application and associated system that can determine services at the old account and facilitate the transfer of these services to the new account.

主权项

1. A system for facilitating automatic transfers of user account information from a first transaction account to a second transaction account, the system comprising:
a first subsystem configured to access, over at least one network, a first transaction account of a user via a server associated with a first financial institution; a second subsystem configured to gather, from the first transaction account at the first financial institution, information related to at least one account preference associated with the first transaction account; and a third subsystem coupled among the first subsystem and the second subsystem, wherein the third subsystem is configured to access a server associated with the first financial institution and automatically transfer at least some of the gathered information related to the at least one alert to a second transaction account at a second financial institution that is different from and independent of the first financial institution.