Transfer a locator from a source account to a destination account

  1. Select
    Returns Processing
    , then
    Transfer
    .
  2. Select
    Create Request Token
    .
  3. Select the Destination’s account.
  4. Select
    Generate
    .
  5. Copy the token and send or email the token to the Source account within 72 hours.
  6. The source account receives the token.
  7. Select
    Returns Processing
    , then
    Transfer
    , then
    Returns
    .
  8. Select the account where the locators reside, and click
    Next
    .
  9. Select the locators to send and click
    Next
    .
  10. Select the option to
    Copy
    (make a copy of the locators) or
    Move
    (send the locators without making a copy). Select
    Next
  11. Select
    External Firm
    and copy the Token from the Destination account above.
  12. Select
    Done
    .
  13. Enter
    Confirm
    .
  14. Select
    Transfer
    .
  15. Destination Account:
  16. Select
    Returns Processing
    , then
    Transfer
    .
  17. Select
    Pending External Transfer
    .
  18. Select
    Accept
    .

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close