Transferring accounts to a new owner

Transferring accounts to a new owner

In Microsoft Advertising, accounts are arranged in a hierarchy with a manager account containing one or more other accounts under it that serve ads. The Transfer accounts wizard makes it easy to move any of these accounts around with no data loss and no down time.

Most advertisers will only have one manager account containing one or two accounts. But larger companies and ad agencies can own several manager accounts, each with multiple ad-serving accounts. From time to time, an individual account needs to be transferred to a different manager account. Use Microsoft Advertising’s account transfer feature to move (or "reparent") an account to a new owner.

Although anyone can use this feature, account transfers are geared toward ad agencies and large businesses. Common use cases for this feature include:

• Company re-org or acquisition. A client wants to leave their agency and move their account elsewhere.
• Hierarchy adoption. An ad agency is taking over account management or wants to move accounts around.
• Fixing bad or old setups that clutter a client view within a hierarchy.

Once you submit the request, a simple account transfer can be processed within 20 minutes. However, some transfers will take up to 24 hours if you’re moving several accounts that contain lots of data (such as campaigns, ads, and keywords).

• The account numbers of the accounts you want to transfer
• The manager account number that will receive transferred accounts
• Whether to keep or remove linked accounts and direct managers as part of the transfer
• Know who will pay for advertising charges
• A payment method (including an insertion order for monthly invoice accounts)