Removing beneficial owners

Thank you so much! That is very helpful information. Stay well.

Hi,

I spoke to someone at Financial Services. It was suggested I add my details (email and contact number) since I'm listed as the owner, to the beneficial owners that should not be there. I also had to add myself and any relevant executives, in order for us to complete the verification process. I was told to wait for MYOB to contact me if the verification process wasn't successful.

Hi, I'm having this problem too. I've looked in My.MYOB and can't see where to remove the beneficial owners (board members who have left)The change of details form doesn't capture what I need either. We are a NPO. I contacted support over a week ago without a reply yet and the business upgrade expires in 1 day.

Any help is appreciated

THanks

Hey ME3,

The beneficial owners will most likely be based on the company information listed on ASIC, it's not related to the contacts or file users associated in the MYOB software. The verification process is about ensuring that legitimate businesses are utilising the MYOB platform for invoicing, this is why it will be based on the registered company information and not on the user information in our software.

If you would like to confirm this with the team completing your verification, you can create a case to reach them via MyAccount.

Cheers,

Doreen

Thanks Genreve_S​ 

Where on the My.MYOB page can I do this? These beneficial owners (they were listed when I tried to verify the business for secure invoicing) are not listed as users.

Hi ME3, 

If you are using the primary contact email address for a subscription you should be able to add and remove business owners from your account from the My.MYOB page. If you encounter issues doing this, you can fill out the Change of Details form and submit it to mail to: customer_service@myob.com instead. 

Regards,
Genreve