🔄 Transfer Your Account to OS
Moving your existing sub-account into OS is simple! If you have Agency access, you can transfer any client or workspace directly by using our Agency Relation Number. This makes it easy to centralize your tools and keep everything running under one streamlined system.
Account Transfer Checklist
- Make sure you have Agency access
- Go to your "Sub-accounts" tab
- Click the three dots next to the account you want to move
- Select "Manage Client"
- Click on "Actions"
- Choose "Transfer Sub-Account"
- Click "Select" and enter OS’s Agency Relation Number: 0-020-330
- Submit the transfer request
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