The ACATS system facilitates the transfer of identically titled/typed securities accounts between participant firms (i.e. John Doe to John Doe, or Jane Doe, Traditional IRA to Jane Doe, Traditional IRA). In certain instances, the delivering firm may make exceptions to validate requests between non-identical titles (i.e. John E. Doe to J. Edward Doe). Contact Funds and Banking at 877-442-2757 for assistance for questions on common acceptable circumstances. Cryptocurrency and Futures accounts are not eligible for transfer via ACATS. More information on position transfers can be found on our website.
Additional Information
- Position transfers can be found on our website.