Steps
- Confirm the client owns the portfolio.
- Add the client's admins as full control.
- Move payment methods to the client.
- Remove agency people and partners.
Records
Give the client reports and a list of assets.
Avoid
Holding access as leverage. It harms the client and the account.
Official sources
- About business portfolio and business asset permissions (Meta Business Help Center)
- Submit a request to get full control of a business portfolio (Meta Business Help Center)
Meta changes its help pages, menus and forms often. Follow the wording on your own screen and the current Help Center. Restore Ad Account is an independent service and is not affiliated with Meta.