How to Transfer Your HighLevel Subaccount in Minutes Without Stress
Introduction
Transferring a HighLevel subaccount might sound complicated, but it is actually straightforward once you know the process. Whether you are moving a client to their own agency account, switching from an inactive provider, or selling a subaccount to another agency, HighLevel gives you tools to make the move seamless.
In this article, we will break down why you might need to transfer, what transfers automatically, what does not move, and a step-by-step walkthrough that can be completed in just a few minutes.
Why Transfer a HighLevel Subaccount?
Agencies and business owners transfer subaccounts for several reasons:
Poor support from current provider – Many businesses are sold HighLevel by agencies that fail to provide help, leaving clients paying monthly fees without real service.
Selling a subaccount – Sometimes agencies sell subaccounts to other agencies who already manage HighLevel clients.
Moving clients into their own agency – Clients may grow to the point where they want their own agency account, making a transfer the best option.
What Transfers (and What Does Not)
When you transfer a subaccount, most of the essential tools and data move with it, but there are exceptions.
✅ What Transfers Automatically
Websites and funnels
Workflows
Conversation pipelines
Contacts
API keys
❌ What Does Not Transfer Automatically
Integrations (Facebook, Google Ads, email, etc.)
Domain connections
Smart lists
Social media settings
Paid add-ons (WhatsApp, WordPress hosting, etc.)
You will need to reconnect domains and integrations after the transfer is complete.
Step-by-Step: How to Transfer a Subaccount
Follow these simple steps to transfer a HighLevel subaccount safely.
Step 1: Get the Receiving Agency’s Relationship ID
Log in to the receiving agency’s HighLevel account. In the top right corner, click the question mark icon to copy the relationship number.
Step 2: Cancel Paid Add-Ons
In the subaccount being transferred, cancel all paid add-ons such as WhatsApp or WordPress hosting.
Step 3: Go to Agency View
Open the agency account that owns the subaccount. Go to Agency View, find the subaccount, and click Manage Client.
Step 4: Select Transfer Subaccount
In the Actions dropdown (top right corner), choose Transfer Subaccount.
Step 5: Choose Transfer Destination
You will see two options:
Transfer to an existing agency (using the relationship ID from step 1)
Transfer to a new agency account (client starts their own HighLevel agency and you earn 40% affiliate commissions)
For this tutorial, we transfer to an existing agency.
Step 6: Confirm the Transfer
Check the box to confirm you understand the process, paste the relationship ID, and enter your password. Submit the request.
Step 7: Receiving Agency Accepts
The receiving agency gets an email notification, reviews the request, and accepts it. Once approved, the subaccount is live in their HighLevel account.
The entire process takes only 5 minutes.
Post-Transfer Checklist
Before you finalize, make sure to:
Reconnect all domains (since they do not transfer automatically).
Re-establish integrations such as Facebook Ads, Google Ads, and email.
Re-enable any automation triggers tied to external tools.
Notify your client so they can verify everything is working.
Pro Tips for Smooth Transfers
Always cancel add-ons before moving, or you risk duplicate charges.
Run a test lead flow after transfer to confirm automations and pipelines work.
Keep a handover checklist for each client to make sure no key tool is missed.
If selling a subaccount, provide the receiving agency with a summary of workflows, pipelines, and automations included.
Conclusion
Transferring a HighLevel subaccount is easier than most people think. By following the steps above, you can complete the move in minutes. The most critical part is reconnecting integrations and domains after the transfer. With proper preparation and a quick review, your client or buyer will be fully set up in their new account without stress.
👉 Watch the full walkthrough video here: Transfer Your HighLevel Subaccount in MINUTES Without Stress
