Information that is Automatically Moved/Copied from the Existing Primary Account to the New Primary Account

Information such as:

• Direct checks
• Post dated checks
• Payment arrangements
• Credit cards used for payment arrangements 
• Financial profile screens
• Detailed skip tracing information
• Data for special letters (settlements)
• Home, work and cell numbers (only if the new primary fields are blank)

Is moved to the new primary account because that type of information is kept at the primary account level.  

Keywords - Kbase Primary Information