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Automated Customer Account Transfer Service (ACATS)

Trading Term

The Automated Customer Account Transfer Service (ACATS) is the National Securities Clearing Corporation’s (NSCC) central processing system for transferring positions and accounts between U.S. brokerage firms that participate in the NSCC’s ACATS program. This electronic transfer system allows you to move your U.S. stocks, warrants, options, U.S. mutual funds, U.S. bonds, and cash from another brokerage firm to your Interactive Brokers account.

AI Summary – ACATS Transfer: Moving Your Account to Interactive Brokers

FAQ – How do I transfer my entire account with another U.S. broker to IBKR?

FAQ – What kind of accounts can be transferred via ACATS?

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