Member Accounts - Relocation: A Guide on the Process and What Happens With Awards and Funds

Introduction

This article outlines the rules for members who wish to edit their accounts and highlights key considerations to ensure a smooth transition. This guide is for clients to understand what to do when they want to create a new account for their members, for relocation or other reasons.

Changing a Member's Locale

A member's locale can be changed as long as there are no monetary transactions or funds within the membership account.

What Happens to Existing Funds When a New Account Is Created

Funds cannot be transferred between accounts. We strongly recommend that members withdraw all monetary awards from their account before relocation, even if the destination uses the same currency (such as Euros), as a new account will be created for them that cannot receive previous funds.

Note: If a member's account is deactivated before withdrawing existing funds, they cannot be recovered.

How to Set Up a New Account for the Member

1. The member should withdraw all monetary awards from their account.
2. The member should export any unspent vouchers.
3. The member should withdraw their approved cashback; if there is cashback pending, the account of the member needs to be revoked by an administrator in order for the cashback to be approved, after which the member can withdraw the cashback.
4. Through their account settings, request account deactivation.
5. The request is reviewed by the local data protection correspondent.

About eCards and Non-monetary Awards

Just as with monetary funds, eCards and other non-monetary awards cannot be transferred between accounts.