Ad Account Ownership Transfer: Best Practices
Advertising Strategies
Apr 8, 2025
Learn best practices for securely transferring ownership of a Meta ad account, ensuring smooth operations and enhanced security.
Transferring ownership of a Meta ad account can feel tricky, but it doesn’t have to be. Here’s a quick guide to help you do it securely and smoothly:
Start with an Audit: List all connected assets (pages, pixels, catalogs) and back up campaign data.
Invite the New Owner: Add them as an admin in Business Manager and assign permissions.
Update Payment Info: Switch to the new owner’s payment methods and verify billing details.
Secure the Account: Enable two-factor authentication, review access logs, and update security settings.
Perform Final Checks: Ensure campaigns run smoothly, billing works, and team access is accurate.
Pro Tip: After the transfer, tools like AdAmigo.ai can help optimize your campaigns, with reports of up to 83% improvement in ROAS within a week.
A secure transfer ensures no interruptions to your ad campaigns. Follow these steps to keep everything running smoothly and protect your account.
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What is Meta Ad Account Ownership
Meta ad account ownership refers to having the highest level of control over an advertising account. It's crucial to understand its components to ensure secure and smooth transfers.
Admin Roles in Meta Business Manager
Meta Business Manager assigns various administrative roles, each with specific access levels and responsibilities. Here's a quick overview:
Role | Access Level | Key Capabilities |
|---|---|---|
Admin | Full | Manage account settings, billing, and users |
Employee | Limited | Handle campaigns and reporting |
Analyst | View-only | Access performance data and insights |
The Admin role comes with the most control, allowing users to:
Update payment methods and billing details
Add or remove users
Adjust account settings and security options
Transfer account ownership to another party
These roles are essential for managing assets and payment configurations effectively.
Linked Assets and Payment Settings
Ad account ownership includes control over connected assets and payment settings, both of which are crucial for advertising operations.
Connected Assets:
Facebook Pages and Instagram accounts
Meta Pixels for tracking
Product catalogs
Custom audiences and data
Libraries of creative assets
Payment Settings:
Primary and backup payment methods
Billing thresholds
Tax details
Invoice preferences
When transferring ownership, it's important to review these assets. The new owner must have the right access to avoid campaign interruptions. Payment settings also need careful attention, as they directly influence advertising operations. Steps for a smooth transition include:
Confirming payment method validity
Updating billing contact information
Verifying spending limits
Ensuring tax documents are accurate
Managing these details properly is key to avoiding issues during the transfer process.
How to Transfer Ad Account Ownership
Follow these steps to securely transfer ownership of a Meta ad account.
Pre-Transfer Checklist
Before starting the transfer, make sure to complete these tasks:
Task | Description | Why It Matters |
|---|---|---|
Asset Audit | List all connected pages, pixels, and catalogs | Avoids losing critical marketing tools |
Data Backup | Export campaign data and performance metrics | Keeps historical records intact |
Access Review | Document current users and their permission levels | Maintains team access without disruption |
Payment Status | Clear any outstanding balances | Prevents payment-related issues |
Adding the New Owner
To add the new owner, go to Business Settings and follow these steps:
Confirm Business Manager Access: The new owner must have an active Business Manager account.
Send Admin Invitation: Invite them as a Business Admin.
Assign Asset Permissions: Grant access to the ad account and related assets.
Once the new owner accepts the invitation, they must complete identity verification through Meta's security process to gain full admin rights.
Updating Payment Information
To avoid campaign interruptions, update payment methods by following these steps:
Primary Payment Method
Remove the existing payment method.
Add the new owner's payment details.
Set spending limits as needed.
Update billing contact information.
Backup Payment Method
Add a secondary payment option.
Verify billing thresholds.
Update tax details, if applicable.
Once payment methods are updated, you’re ready to proceed.
Finalizing the Transfer
Complete the transfer by following these steps:
Verify Access and Security
Confirm the new owner has access to all tools, billing, assets, and reports.
Remove the previous admin's access.
Delete old payment methods.
Update account security settings.
Final Checks
Ensure campaigns are running smoothly.
Verify billing processes are functioning.
Double-check team access levels.
Test all security measures to ensure proper setup.
Security Tips for Account Transfers
Keep your ad account and data safe during and after a transfer by following these steps.
Set Up Two-Factor Authentication
Adding 2FA (Two-Factor Authentication) strengthens security by requiring more than just a password. Activate 2FA as soon as the transfer is complete:
Action | Steps | Verification Method |
|---|---|---|
Turn on 2FA | Go to Security Settings > Two-Factor Authentication | Use SMS or an Authentication App |
Make 2FA mandatory | Set it as a requirement for all admins | Adjust settings in Business Manager |
Reset backup codes | Generate new codes after the transfer | Use the Security Center |
Remove old devices | Delete previously authorized devices | Manage devices in the account |
Once 2FA is activated, perform a full security review to ensure everything is in order.
Review Security After Transfer
Access Audit
Check the access log to ensure only approved admins have access.
Review permissions for assets and remove any former team members.
Verify Security Settings
Update recovery options and enable alerts for suspicious activity.
Set up IP restrictions to control access.
Protect Connected Assets
Review security for linked assets like page admin roles, pixel access, catalog permissions, and custom audience sharing settings.
Fixing Common Transfer Problems
Ownership transfers can sometimes run into issues, particularly with admin invitations and payment setups. Here's how to handle these problems effectively:
Admin Invitation Issues
Double-check the email address linked to the recipient's Meta Business account for accuracy.
Cancel any pending invitations and send a fresh one.
Suggest the recipient clear their browser cache and cookies before accepting the invitation.
Use the Business ID method instead of email invitations for quicker access setup.
Payment Setup
Pre-Transfer Payment Review: Remove any payment methods that shouldn't carry over to avoid billing conflicts.
Adding New Payment Methods: Ensure a new payment method is added before removing the old one to avoid interruptions in ad delivery.
Billing Threshold Adjustments: Start with lower thresholds and gradually increase them based on spending habits.
If payment verification fails, check the following:
The billing address matches the payment method exactly.
There’s no outstanding balance on the account.
The payment method is valid and up-to-date.
The currency settings align with the payment method.
For corporate transfers, make sure the new billing contact is authorized to manage payment methods and can provide any required business documentation to Meta.
These steps help ensure smooth ad operations and secure billing during the transfer process.
Using AdAmigo.ai After Transfer
Once ownership of your ad account has been securely transferred, the next step is ensuring your campaigns continue to perform well. AdAmigo.ai makes this process easier by using AI tools to fine-tune your Meta ad campaigns.
AI Tools for Ad Performance
AdAmigo.ai uses an AI agent to review your transferred ad account and offer personalized recommendations to improve performance. The platform claims a 30% improvement in ad performance within the first 30 days of use [1]. Here's what the AI agent does:
Analyzes historical data to find areas for improvement
Provides actionable suggestions based on your goals
Dynamically adjusts budgets to maximize results
Tracks performance in real time
Beyond improving performance, the platform also helps streamline ad creation.
Simplified Ad Creation
AdAmigo.ai allows you to launch multiple ads quickly with features like:
Feature | What It Does |
|---|---|
Google Drive Integration | Upload ad content directly from spreadsheets |
One-Click Launch | Deploy multiple ad variations instantly |
Template System | Keep branding consistent across campaigns |
Automated Quality Check | Ensure ads meet Meta's guidelines |
Connecting Your Meta Account
To get started, securely link your Meta ad account, complete a short onboarding questionnaire, set your goals and budget, and review the AI's initial recommendations.
One user, Joshua, shared his experience: "83% ROAS improvement in the first week using their Recommendation tool!" [1]
For the best results, set clear performance targets and budget limits for the AI agent. You can either manually review each suggestion or enable autopilot mode to let the AI handle optimization. This ensures your account performs at its best without requiring constant attention.
Wrapping Up
Transferring ownership of a Meta ad account requires careful attention to security and following the correct steps. By doing this, you can protect your account and ensure a smooth transition.
Once ownership is transferred, the focus shifts to monitoring campaign performance. Many users report that AI-based tools can quickly improve results. A secure transfer paired with smart automation creates a solid base for long-term ad account success.
Here are the key steps for a smooth transfer:
Enable two-factor authentication to enhance security.
Keep detailed records of the transfer process.
Update payment details and administrative permissions.
Integrate optimization tools to maintain strong campaign performance.