How to Transfer Ownership
All About Transferring Ownership
Only Owners can Transfer Ownership.
Ownership can only be transferred to current Administrators.
Ownership transfers cannot be undone.
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How to Transfer Portfolio Ownership
- Click on the Settings icon in the left side navigation bar
- Select 'Access' tab
- Select the checkbox next to the user you'd like to transfer ownership to.
- Click the 'Transfer Ownership' button at the top of the screen.
- Confirm ownership transfer.
