Brokerage Account ACATS Transfer Authorization Form
Brokerage Account ACATS Transfer Authorization Form
Authorize the transfer of brokerage assets (stocks, bonds, funds) from one firm to another using the Automated Customer Account Transfer Service (ACATS).
Account holder full legal name *
Your answer
Joint account holder name (if applicable) *
Your answer
Date of birth
SSN or Tax ID (last 4) *
Your answer
Phone
Residential address
SECTION: Delivering (Sending) Firm
+ 19 more questions
About this template
Authorize the transfer of brokerage assets (stocks, bonds, funds) from one firm to another using the Automated Customer Account Transfer Service (ACATS).
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