Abstract: Systems and methods for migration of financial account settings are disclosed. One system includes a migration server. The migration server includes a database for tracking account settings migration including one or more switch tracking numbers associated with account migrations. The migration server further includes a web interface configured to receive from a user a switch tracking number, identification and login information associated with one or more existing financial accounts, and login information associated with a target financial account. The migration server also includes a transaction analysis module configured to parse transaction histories associated with each of the existing financial accounts to determine one or more likely automated funds transfers associated with each of the one or more existing financial accounts.
Type:
Application
Filed:
November 15, 2013
Publication date:
May 21, 2015
Applicant:
The Fusion Network LLC
Inventors:
Cale T. Johnston, Hunter Wolfe, Michael J. Stromberg, Anthony Loosbrock