Use the Transfer & Pay > Transfer Positions > Internal Transfer Positions page in Client Portal. Position transfers help us match your incoming funds for proper credit to your account. Requests submitted during regular trading hours will transfer immediately. Requests submitted outside of regular trading hours are processed the next business day.
Single Trading Limit ("STL") accounts users with fund management access for the Master Account can transfer positions of any asset class between the master account and its sub accounts.
Clients can transfer some or all of their assets from one account to a matching account. However, the following conditions must be met:
Please complete a transfer request on the Transfer Positions page in Client Portal.
Single IRA Users with a Traditional, Rollover or SEP IRA account can perform an IRA conversion to transfer all assets from their Traditional, Rollover or SEP IRA account to their Roth IRA account. Both accounts must have matching names and taxpayer identification numbers. Select IRA Conversion to Roth Account in Client Portal.