How to hand over paid media accounts safely
The access, billing, and control checks agencies should make before assuming a paid media account has really been handed over.
Paid media handover is rarely just one login. It usually includes admin access, billing control, audiences, pixels, reporting routes, and whatever context the outgoing team kept in their own process.
System record
Meta Ads
Needs confirming
Agency can view, but admin route is unclear
Follow-up
Billing profile still held outside the agency
Worth checking before sign-off
- ✓ Admin access on each live ad account
- ✓ Ownership of billing profiles and payment methods
- ✓ Audience, pixel, and conversion setup visibility
- ✓ Reporting dashboards and any live automated exports
- ✓ A record of what is still managed by a supplier
Paid media work often feels handed over too early because campaigns are still live. The account may be running, but the agency can still be exposed if billing, admin rights, or conversion infrastructure sit with someone else.
A paid media account can keep running while the agency still lacks the controls needed to manage risk.
The most dangerous gaps usually sit around billing, admin rights, and audience infrastructure, not the campaign view itself.
How Custody helps
Custody helps agencies turn handover into a visible record of what is missing, what is still externally held, and what has actually been verified.