Open topic with navigation

You are here: Transfer & Pay > Position Transfers

Position Transfers

The Transfer Positions screen lets you transfer positions to and from your account. We support the following types of position transfers in Account Management:

When you request an ACATS, ATON or FOP position transfer, you have the option of creating and/or using a Position Instruction.

ClosedWho can access the Transfer Positions screen?

You can access this page if you are a(n):

  • Individual, Joint, Trust or IRA Account User
  • Small Business Account User
  • Friends and Family Group Master or Client User
  • Advisor Master User Organization (master and client account)
  • Advisor Client
  • Proprietary Trading Group Master User
  • Broker Master User (master account only)
  • Broker Fully Disclosed Client
  • Broker Non-Disclosed Client
  • Investment Manager Master User
  • Fund

For more information