For the complete documentation index, see llms.txt. This page is also available as Markdown.
Batch Account Officer Reassign
The Batch Acct Officer Reassign page allows you to move multiple accounts from one account officer to another in a single operation by uploading a pre-formatted spreadsheet file. This is particularly useful during staff transitions or portfolio rebalancing, where a large number of accounts need to be reassigned at once. This guide will walk you through the batch account officer reassignment process.
Accessing Batch Acct Officer
Log into the application using your credentials.
From the dashboard, navigate to Data Upload in the side menu.
Expand Data Upload and Select Batch Acct Officerfrom the dropdown list
Reassigning Account Officers in Bulk
Select the new Account Officer from the dropdown, this is the officer the accounts will be reassigned to
Click Download Account Officer Reassignment Format to download the pre-formatted spreadsheet template
Populate the template with your account data and save the file in .xlsx format
Click Browse or drag and drop the completed file into the upload area
Click Reassign Account Officer to submit
📌You must select the new Account Officer before uploading your file. Both the current and new officer IDs must exist in the system, and all account numbers in the file must be active.
