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Change the account administrator

Change the legal representative who administers a company's Swan accounts. Swan reviews the request, collects documents, and sets the new administrator as the legal representative on all of the account holder's accounts.

Choose how to proceed

Before you start

info

Account administrator changes are only available for company account holders. Individual accounts and self-employed account holders aren't eligible.

To be eligible for an account administrator change, the account holder must meet all of the following conditions:

ConditionRequirement
Account holder typeCompany
Company subtypeCompany, Association, HomeOwnerAssociation, or Other (not SelfEmployed)
Verification statusVerified
Existing change requestNo ongoing account administrator change: none of the request statuses Ongoing, Pending, WaitingForInformation, or InvitationSent

Review the account administrator change concept for the full model, including the reasons and required documents and the request statuses.