Requests to delete or merge accounts should be submitted via Freshdesk, including the Person ID and/or Account IDs involved, along with a clear reason for the request for audit purposes.
- Accounts cannot be deleted where any activity has taken place for audit purposes.
Account Merge
- Requests must specify which account will remain as the standing (active) account.
- Confirm that no pending trades or unresolved issues exist before proceeding.
Business Owner Details
For Internal Use Only:
Business Owner Team: Hubwise CS Management Team
Business Owner Contact Details: #csvhubwiseclientservicemanagement@uk.sscinc.com
Note: All Knowledge Base updates are approved by the Business Owner.
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