Client Migration Tool

The Client Migration Tool (CMT) is a streamlined one-stop destination that coordinates all of the activities involved with migrating accounts, both primary and subaccounts. 

The Client Migration Tool (CMT) allows you to manage all of your account migrations from one place. It provides a single, end-to-end workflow that gives clients easy-to-use visibility into their migration progress from initiation through production readiness. By centralizing migration activities within Onboarding Hub, the platform improves transparency, coordination, and overall client engagement.

The CMT Online Guide walks you through the use of this tool during the migration process. Note that you must be logged in to view this Guide.

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