An ACATS is the most common transfer method used by brokerage firms because customers can transfer their entire account with only one form. The ACATS transfer method can be used to transfer:
- stocks
- bonds
- cash
- mutual funds
- unit trusts
- options
An ACATS is the most common transfer method used by brokerage firms because customers can transfer their entire account with only one form. The ACATS transfer method can be used to transfer: