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  • How to Transfer your Account to Place Trade - Request a Full ACATS Transfer
 

Funding > Position Transfers > ACATS Transfers > Full ACATS Transfers

 

 

How to Transfer Your Account to Place Trade:

 

 

How to request a full ACATS transfer 

It's super easy to switch your account to Place Trade! Transfer requests are made electronically so no trees are harmed in the process!

 

Log into Account Management to get started.

  1. Click Funding (on the main menu) then > Position Transfers.
  2. If you have multiple accounts, you may use the Account Selector to search for and select the account that you wish to request a full (or partial if that is the case) account transfer.
  3. In the Transfer Method list, select ACATS.
  4. In the Type list, select Full.

    Transfer Method Full ACATs
    Please note that the Check Eligibility button now appears.
     
  5. Optionally, check the eligibility of your positions by clicking the Check Eligibility button. For details, see Checking Position Eligibility for a Full ACATS of ATON Transfer.
  6. In the Source list, select your third-party broker. You can type the first two or three letters of the broker’s name to quickly jump to that broker in the list.

    Position Transfers ACATs Select Third Party Broker - Find Your Old Broker on the List

    Please note that the ACATS Request page appears here now.


    Position Transfers ACATs Enter Third Party Broker - Info from Your Old Account
  7. In the Account Information section, verify that your Account Title, Account Number, Tax ID Number and Customer Type exactly matches the information in your third-party broker account
  8. In the Account Number field, type the account number for your third-party broker account exactly as it appears on your statement from your delivering firm.
  9. In the Assets To Be Transferred section, click the appropriate radio button to answer Yes or No to the three questions.
  10. Click Continue.
  11. On the page that appears, type your signature in the Signature field, and then click Continue.
  12. On the Confirmation page, enter the confirmation number that you received via email in the Confirmation Number field, then click Confirm. If you do not receive a Confirmation Number by email, please check your junk email folder as sometimes email filters block messages. Or click Resend Confirmation Number to receive another confirmation email. Or click Cancel to cancel the transfer request.

      For more information please view our Funding Reference.

 

 

  

 

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Find out how Place Trade can help you get the most out of your college planning by visiting some of the links below:


Coverdell ESA

529 College Savings Plans

UGMA/UTMA Accounts

 

 

 

All investing involves risk, including the possible loss of principal and there can be no assurance that any investment strategy will be successful.