Change Account Owner

Procedure

To change an account owner:

  1. Click the My Settings tab at the top of GainsKeeper. The My Settings page displays.

  2. Click the Change Account Owner link under Maintain your accounts. The My Settings: Change Account Owner page displays.

  3. Select the account for which to change the owner from the Select Account to Change list.

  4. Select the owner for the selected account from the Select Owner list.

  5. Click Move. A message displays asking you to confirm the move of the account. Click OK to complete the move. To leave this page, without saving the information, click Cancel.

 

 

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