Follow these steps to change the representative on your account.
Transferring bank account ownership in Zeffy involves updating the account representative information. This person should be an executive or senior manager with the authority to represent your organization and serve as the primary contact for the account.
💡 This process is different from transferring ownership from one user to another. For information about transferring platform ownership, see Transfer Ownership and Remove Users.
Steps to Transfer Ownership
- Log into your Zeffy account
- Click on your name in the top left corner of your Zeffy dashboard
- Select "Settings" from the dropdown menu
- Under the Bank section, click on "Bank identity"
- Under "Management and ownership" click on "Add" next to "Add a different account representative"
- Enter the new owner's information including:
- First and last name
- Email address
- Job title
- Address
- Phone number
- Last four digits of SSN
- Click on "Submit" (this will trigger an account verification)
- Upload an image of the new person's government-issued ID for verification
⚠️ You will need to complete the ID verification process again for the new owner. For more information about ID verification, see the ID Verification Help Guide.
Steps to Remove Account Representative
- Under "Management and ownership" click on "Edit" next to the account representative's name
- Scroll down, click "Remove as account representative" and confirm that you want to remove the current account representative
- Then, click "Remove person" at the bottom to officially delete the account representative
💡 The account representative can be updated at any time, so there’s no need to worry about staff changes in your nonprofit!