Author: Livia Tay, MY
Last Updated: May 14, 2024
This article outlines the standard procedure for handling client requests to change their MT4 account name. Please follow each step carefully to ensure accuracy and compliance.
Step-by-Step
- Receive Client Request via Zendesk
Ensure the request is clear and specifically asks for an MT4 account name change. Confirm that all necessary details (e.g., MT4 account number, current name, requested name) are included in the ticket. Kindly refer to image 3.1.8.1a for detailed information.
image 3.1.8.1a - Verify Client in CRM
Confirm that the requester is a legitimate and verified client. - Side Conversation with the Dealing Team
Open a side conversation in Zendesk and include all relevant client details. Kindly refer to image 3.1.8.3a for detailed information.
image 3.1.8.3a - Inform Client of the Update
Once the Dealing team confirms the name change has been processed, update the client via Zendesk.
By following these steps, we ensure that name change requests are handled efficiently, securely, and in accordance with internal protocol. Always maintain proper documentation and communication when dealing with client account changes.