Content for Account Transfers allows custom text and messages to specific fields in this area to be added. This article lists the available content fields, where they display within in the system, and how to edit the information associated with each field.
Default content is the last bullet point on the relevant content names that have default content. The merge fields are within the curly { } brackets. Text within the square [ ] brackets is plain text, not merge fields. You can delete entire merge fields, but you cannot add merge fields that are not included in the default. You can edit any plain text. Make sure you remove any square brackets when updating the content.
- Navigate to the Account Transfers page and click Content in the left-side menu.
Account Transfers Content
Transfer_request_email_body
- Body text that will automatically populate in the message field for the email that sends to an account investment advisor when Email Request is selected on a transfer request.
- A transfer request template must be set to send the email notification.