Acat Transfer. Start an acat transfer. Follow the step by step instructions below to complete the automated customer account transfer service acats form.
Transferring a brokerage account is simple and easy. Ill do a step by step transfer of my robinhood account to a new fidelity brokerage account with in this. Start an acat transfer.
If i ever do another acat it will only be for long positions though.
Ensure that all the paperwork is complete other than the transfer forms your old broker may also. Transferring a brokerage account is simple and easy. Sections 1 through 3 are required. The transfer positions screen 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 corporations nscc automated.