Transfer Positions

The Transfer Positions screen lets you initiate inbound and outbound position transfers. Simply make your selections and follow the instructions on the screen.

For more information about funding, see our Funding Reference.

Inbound Position Transfers

We currently support the following inbound position transfers:

• ACATS - Not supported for Advisor master accounts, SIPP Administrators, Fully Disclosed Brokers requesting a transfer for a client account, or Canadian IRA accounts. Also not supported in India or Japan.
• ATON - For Canadian and US stocks, options and cash. Not supported for Advisor master accounts, SIPP Administrators, Fully Disclosed Brokers requesting a transfer for a client account, or Canadian IRA accounts. Also not supported in India or Japan.
• FOP - For long US stock positions, US Warrant positions, and Corporate and Municipal Bond positions from another US bank or broker that is a member of the Depository Trust Company (DTC). Not supported for Advisor master accounts, SIPP Administrators, Fully Disclosed Brokers requesting a transfer for a client account, or IRA accounts. Also not supported in India or Japan.
• DRS - Not supported for Advisor master accounts, Advisors requesting a transfer for a client account, Fully Disclosed Brokers requesting a transfer for a client account, or IRA accounts. Also not supported in India or Japan. DRS transfers requested by a Hedge Fund Investment Manager for a client is allowed only if the client is a fund.
• DWAC - Not supported for Advisor master accounts, Advisors requesting a transfer for a client account, Fully Disclosed Brokers requesting a transfer for a client account, or IRA accounts. Also not supported in India or Japan. DRS transfers requested by a Hedge Fund Investment Manager for a client is allowed only if the client is a fund.
• International Asset Transfer – Not supported for Advisor master accounts or IRA accounts.
• US Futures - Not supported for Advisor master accounts, Fully Disclosed Brokers requesting a transfer for a client account, or IRA accounts.

Outbound Position Transfers

We currently support the following outbound position transfers:

• FOP - Not supported for Advisor master accounts, Advisors requesting a transfer for a client account, SIPP Administrators, Fully Disclosed Brokers requesting a transfer for a client account, Hedge Fund Investment Managers requesting a transfer for a client account, or IRA accounts. Also not supported in India or Japan.
• DWAC - Not supported for Advisor master accounts, Advisors requesting a transfer for a client account, Fully Disclosed Brokers requesting a transfer for a client account, Hedge Fund Investment Managers requesting a transfer for a client account, or IRA accounts. Also not supported in India or Japan.