ACAT Account Transfer Request
ACAT Account Transfer Request
Initiate an Automated Customer Account Transfer Service (ACAT) request to move brokerage assets between firms in-kind or partially.
Account holder full name *
Your answer
Account holder SSN/TIN *
Your answer
Receiving firm account number (new) *
Your answer
Delivering firm name *
Your answer
Delivering firm account number
Your answer
Account type at delivering firm
Transfer type
+ 6 more questions
About this template
Initiate an Automated Customer Account Transfer Service (ACAT) request to move brokerage assets between firms in-kind or partially.
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