Outgoing ACAT/Non-ACAT Security Rescind ... - Chase.com 2025

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ACATS interfaces with NSCCs Fund/SERV system, which processes and settles mutual fund transactions. The link between the ACATS and Fund/SERV system facilitates the transfer of mutual fund assets between two broker-dealers or a broker-dealer and a fund company.
The Automated Customer Account Transfer Service (ACATS) is a system that automates and standardizes procedures for the transfer of assets in a customer account from one brokerage firm and/or bank to another.
The Automated Customer Account Transfer Service (ACATS) is a system that automates and standardizes procedures for the transfer of assets in a customer account from one brokerage firm and/or bank to another.
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ACATS: The Automated Customer Account Transfer Service (ACATS) is an automated system for the transfer of assets in a client account from one brokerage firm to another. Non-ACATS: Other transfers are supported by manual processes that vary from firm to firm and require hard copy transfer paperwork.
Securities Eligible for ACATS Clients can transfer all publicly traded stocks, exchange-traded funds (ETFs), cash, bonds, and most mutual funds through the ACATS system. ACATS can also transfer certificates of deposit (CDs) from banking institutions through the ACATS system, as long as it is a member of the NSCC.
A Non-ACAT transfer generally takes between 30 - 40 days to transfer depending upon the delivering firm. The receiving firm has to mail the ACAT transfer paperwork to the delivering firm.