A sub-account transfer is the movement of a sub-account from one Agency (Releasing Agency) to another Agency (Receiving Agency). It is not a merge, we cannot merge the data of one sub-account and put it in another, nor can we transfer the sub-account partially (some data not other).
OS Agency Relationship Number: 0-020-330
Steps to Transfer a Sub-Account to OS
Step-1: Go to Agency Level > Sub-Accounts. Go to Manage Client for the sub-account that needs to be transferred.
Step-2: Select Actions > Transfer Sub-account
Step-3: Enter the Relationship Number of the agency that you need to transfer the sub-account to.
Step-4: A request will be sent to the OS upon confirming the action. The sub-account will be transferred as soon as the request is approved.
