Write a handover note for your ad accounts

A short handover note lists the portfolio, ad accounts, admins, payment methods and where recovery codes live. Keep it with your records, and update it when anything changes. In a lockout it is the first thing you need.

By the Restore Ad Account team · Published 29 October 2026 · Last updated 29 October 2026

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What to include

Portfolio name and ID.
Ad account IDs.
Admin names.
Payment method owners.
Where backup codes are kept.

Where to keep it

In a secure place, not in a chat.

Update

Review it each quarter.

Official sources

About business portfolio and business asset permissions (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.

YOUR QUESTIONS

Frequently asked questions

Should it include passwords?

No. Use a password manager.

Who should see it?

Your trusted admins.

Want help with your ad account?

Send the notice you see and the ad account ID on WhatsApp or email. You hear whether we can help. Never send a password or a login code.

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