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Are ACAT transfers in kind?

What is an in-kind or ACAT transfer? An in-kind or ACAT transfer allows you to transfer your investments between brokers as is, meaning you don't have to sell investments and transfer the cash proceeds \u2014 you can simply move your existing investments to the new broker.

Who initiates an acats transfer?

How the Service Works. At a high level, a standard customer account transfer between two broker dealer Members would follow these steps: The receiving Member will initiate the transfer by submitting a Transfer Information (TI) record, also known as a TIF (Transfer Initiation Form) to ACATS.

How long does it take to transfer brokerage accounts?

It usually takes six business days to transfer a brokerage account. Your old broker validates the information within three business days and transfers the assets within another three business days. It can take longer, though, particularly if there are any discrepancies during the validation process.

How long does it take for an acats transfer?

If the transfer is made through ACATS, and there are no problems, the transfer should take no more than six business days to complete from the time your new firm enters your form into ACATS. During this time, your old firm compares the information you provided on the transfer form with its information.

What does ACAT transfer stand for?

The National Securities Clearing Corporation (NSCC) operates the Automated Customer Account Transfer Service (ACATS) to facilitate the transfer of a customer account from one broker-dealer to another.

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