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ACATS Transfers

The Position Transfers page lets you transfer US stocks, warrants, options US mutual funds, US bonds and cash held at another brokerage firm to us through the National Securities Clearing Corporation's (NSCC) Automated Customer Account Transfer Service (ACATS).

When you select ACATS as the transfer method on the Position Transfers page, you can:

Your Account Name, Tax Identification Number and Customer Type (i.e. individual, joint, Roth IRA), must exactly match the third-party broker account in order for the transfer to take place.

For more information