Outgoing ACAT/Non-ACAT Security 2025

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The Automated Customer Account Transfer Service (ACATS) allows users to transfer their assets from one brokerage firm to another quickly with little to no cost.
Automated Customer Account Transfer (ACAT) For transfers of securities from a non-equity trading account to your equity trading account with your broker.
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 main difference between an ACATS transfer and a manual (non-ACATS) transfer is primarily one of automating the process such that it cuts the delivery time down to three to six business days for ACATS versus up to one month or more for a non-ACATS transfer.
ACAT is used primarily by public and private Baccalaureate degree granting higher education institutions, some graduating fewer than 5 majors a year and others graduating several hundred. A limited group of Associates degree programs also use ACAT to assess how well their students are meeting their learning goals.

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The sending (delivering) firm will typically charge an outgoing ACAT fee. This fee is usually in the range of $50-$100.

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