Zoe Financial

Initiating ACATs on Behalf of Your Client

ACAT Statuses and Recommended Actions

Failed ACATs and Account Transfers

How Rollovers Are Conducted for Clients

Corey Moon

Account Transfers and Rollovers

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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