If you would like to transfer over your account at another broker to your account at DriveWealth, please submit a request here with the following information:
- Attach a copy of your most recent account statement showing your current open positions and account balance. We will need this information to confirm we are able to accept the securities you currently own.
- Fill out and attach this ACAT Transfer Form in order for us to process your request.
Once we have confirmed that we can accept the securities in your current portfolio and we have received the completed form, DriveWealth will proceed to initiate the transfer with your current brokerage firm.