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) create a second account at the second enterprise, select second configuration settings based on the first configuration settings, and apply the second configuration settings to the second account.