How Do I Transfer a Sub-Account to Another Agency in GoHighLevel?
Short answer
From the sub-account’s Manage Client page, choose Actions, then Transfer Sub-account and enter the receiving agency’s Relationship Number. The sub-account moves as soon as that agency approves. Contacts, funnels, and workflows go with it, but Google, Facebook, and Stripe connections have to be set up again.
Checked against HighLevel’s help center on . HighLevel updates its interface often, so match the labels you see on screen.
Send the transfer
- 1Go to Agency Level, then Sub-Accounts and open Manage Client for the sub-account
- 2Select Actions, then Transfer Sub-account
- 3Enter the receiving agency’s Relationship Number and confirm
- 4Track the request under Sub-account Transfers, then Send, where the 3-dot menu also lets you cancel it
The receiving agency gets an email with a Review Request button, or it can approve from Sub-Accounts, then Sub-account Transfers. By default, only the Agency Owner can send or approve a transfer, and the owner can give that permission to specific Agency Admins.
What moves and what doesn’t
| Item | After the transfer |
|---|---|
| Contacts, conversations, opportunities, and history | Move with the sub-account |
| Websites, funnels, and calendars | Move, but external calendar connections are cut |
| Workflows | Move live, with contacts still enrolled |
| Google, Facebook, Instagram, and QuickBooks | Connections are deleted, so reconnect them |
| Sub-account Stripe settings | Cleared, so set up Stripe again |
| Smart lists | Don’t move |
| Domains | Re-add them |
| Users | Only Account users assigned to this sub-account alone move |
Phone numbers, A2P, email, and billing
- When both agencies use LC Phone, numbers move, eligible A2P registration stays with them, and the receiving agency pays for future usage
- With Twilio on either side, numbers don’t move on their own, and the agencies have to coordinate with Twilio
- An agency-assigned dedicated email domain is removed, while a domain the sub-account owns moves with it
- Mailgun and SMTP setups are removed, and the sub-account switches to the receiving agency’s default email provider
- Cancel active add-on subscriptions, like WordPress, WhatsApp, and dedicated IPs, before you request the transfer
Some sub-accounts can’t move
A HIPAA-enabled sub-account transfers only if the receiving agency has the HIPAA add-on. An agency’s own Agency Sub-Account can’t be transferred at all.
Want Help With This?
Learn it free
Sell More Academy runs free HighLevel training, including Tactical Walkthroughs that show each build on screen, and provides resources for doing the work yourself.
Visit Sell More Academy (opens in a new tab)Have us do it
We prepare sub-accounts for a move between agencies, run the transfer, and reconnect what doesn’t carry over as part of our Setup work.
Sources
- Sub-Account Transfer Guide (opens in a new tab), updated Aug 7, 2026
- Bulk Transfer Sub-accounts to an Existing Agency (opens in a new tab), updated Dec 11, 2025
- What Is an Agency Sub-Account in HighLevel? (opens in a new tab), updated May 19, 2026
- How do I find my Agency’s Relationship Number? (opens in a new tab), updated Aug 18, 2026
High Level Admins is an independent HighLevel service provider, not HighLevel’s official support team.