Internal transfers are permitted within Client Portal between accounts with identical titles, or between certain account types that have different titles but documented ownership connections (limited to specific eligible account types). Learn more about the eligible account types here.
While most transfers must meet our automated processing criteria, exceptional cases may be reviewed manually and are subject to review and approval. Contact Client Services through the Message Center only if you believe your situation requires special consideration.
Follow the below procedure to contact Client Services via ticket from Client Portal:
- Log in to Client Portal
- Click on the Envelope icon on the onebar and under Compose select New Ticket.
- Enter Manual Transfer as the topic
- Then select Funds & Banking as the category.
- Within the ticket you should specify:
- The source and destination account number.
- Reason and explanation of your request.
- Attach any supportive documentation you believe would be helpful to expedite the review of the exception.
Please Note
- The manual transfer is not guaranteed to be approved.
- Cryptocurrency positions cannot be transferred.
- The process may take several weeks to complete.
- Transfer of Cash and/or Securities are only permitted if the destination account is eligible to carry those.
- Once you submit your request via ticket, a Client Services representative will be in contact with you to proceed with the transfer.
Additional Information