How do I modify ACATS?

Instructions

  • Your ACATS transfer can only be completed if your account number matches your broker's required format; otherwise, the broker will reject the request. To help prevent this, if the account number you provide does not match your broker's expected format, we may delay transmission and notify you to confirm the number with your broker and update it if needed.

Details for updating the account number have been outlined below:

  1. Log in to Client Portal
  2. Click the Transfer & Pay menu followed by Transaction Status and History
  3. Click on the pending transfer request. The default search range starts 10 days in the past; update the start date as necessary.
    • You can also use the Filter buttons on the right side to filter by Transaction Type, Method, or Status.
  4. Navigate to 'Next Steps' for additional guidance to validate the account number with your broker
  5. Click Modify on the right bottom corner to update the account number
  6. Click Submit to save these changes
  7. The summary detail pop-up will be displayed again, with the updated 'Account Number at Broker’ value.

An update to a valid account number will prompt the transmission of your request to the delivering broker. An update to an invalid account number will not be permitted. If you believe the account number entered is valid, please click on Get Help to contact customer service for further assistance.

Additional Resources

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ACATS Transfer: Account Number Format Requirements
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