Advisors can initiate ACATS for your clients via TradingFront's advisor portal. If clients want to initiate ACATS by themselves, please refer to ACATS (Automated Customer Account Transfer Service) via TradingFront's client portal.
1) Log in to the TradingFront advisor portal and click "Clients/Transfer position." You can select the receiving account by filtering "Customer Type" or "Account Number" or "Search Name/Email." Then click "Continue."
2) Enter the Delivering Account Info by choosing a firm and enter the account number.
Here are some important notes for reference:
- The account type at your transferring institution or broker must match the account type here in order for the transfer to be successful.
- ACATS can only support the entire account transfer for now.
- While we do not charge for incoming or outgoing ACAT transfers, customers should consult with their sending or receiving firm to determine if there will be any applicable fees for the transfer or termination.
3) Confirm the transfer info and read the statement at the bottom end of the page. Click "Continue."
4) You will see the message "Your position transfer request has been received and it typically
takes 5-7 business days to process." Click "OK" to finish the steps.
You can track the ACATS transaction history.
* List of available brokers (From A to Z)
No. | Broker Name |
1 | 1st Discount Brokerage |
2 | 1st Global Capital |
3 | Acorns |
4 | Advantage Capital |
5 | Aegis Capital |
6 | Ally Invest |
7 | Alpine Securities |
8 | American Century Brokerage |
9 | American Enterprise Investment Services |
10 | American Independent Securities Group |
11 | Ameriprise Financial Services |
12 | Apex Clearing |
13 | Arvest Wealth Management |
14 | Axos invest |
15 | Bank of New York Mellon/NA-Bank Custody |
16 | BB&T Securities |
17 | Cadaret Grant & Co. |
18 | Cambridge Investment Research |
19 | Ceros Financial Services |
20 | Cetera Investment Services |
21 | Charles Schwab |
22 | Chase You Invest Trade |
23 | ChoiceTrade |
24 | Cobra Trading - Interactive Brokers |
25 | Cobra Trading - Wedbush Securities |
26 | Commonwealth Financial Network |
27 | COR Clearing |
28 | Cue Financial Group |
29 | CUNA Brokerage Services |
30 | D.A Davidson |
31 | Davenport & Company |
32 | DriveWealth |
33 | E*TRADE |
34 | ED&F Man Capital Markets |
35 | Edward Jones |
36 | Electronic Transaction Clearing |
37 | Equitable |
38 | Euro Pacific Capital |
39 | Fidelity Investments |
40 | Fifth Third Securities |
41 | First Clearing |
42 | Firstrade |
43 | Folio Investments |
44 | Frost Brokerage Services |
45 | FSC Securities |
46 | Goldman Sachs |
47 | Gordon & Co. |
48 | Hilltop Securities |
49 | Huntington Investment Company |
50 | Industrial and Commercial Bank of China |
51 | Ingalls & Snyder |
52 | INTL FCStone Financial |
53 | Janney Montgomery Scott |
54 | Jefferies Financial Group |
55 | JP Morgan Securities |
56 | JPMorgan Chase Bank National Association |
57 | Kovack Securities |
58 | LEK Securities |
59 | Lightspeed Trading |
60 | Lime Brokerage |
61 | LPL Financial |
62 | M1 Finance |
63 | Marsco Investment |
64 | MB Trading by Ally Invest |
65 | Merrill Edge |
66 | Mischler Financial Group |
67 | Moomoo |
68 | Moors & Cabot |
69 | Morgan Stanley (Private Wealth Managemen |
70 | Morgan Stanley Smith Barney |
71 | Motif Investing |
72 | National Financial Services |
73 | National Securities |
74 | Nations Financial Group |
75 | Network 1 Financial Services |
76 | Northwestern Mutual |
77 | OpenInvest |
78 | Oppenheimer & Co. |
79 | OptionsHouse by E*Trade |
80 | optionsXpress by Charles Schwab |
81 | Pensco Trust |
82 | People's Securities |
83 | Pershing |
84 | Pershing Advisor Solutions |
85 | Planner Securities |
86 | PNC Investments |
87 | Portsmouth Financial Services |
88 | ProEquities |
89 | Raymond James & Associates |
90 | RBC Capital Markets |
91 | Regal Securities |
92 | Rize |
93 | Robert W. Baird & Co. |
94 | Robinhood |
95 | Roth Capital Partners |
96 | Royal Alliance Associates |
97 | Safra Securities |
98 | Sagepoint Financial |
99 | Sanford C. Bernstein & Co. |
100 | Securities America - National Financial |
101 | Securities America - Pershing |
102 | SEI Private Trust (TRUST 3000) |
103 | SEI Wealth Platform (GWP - Global Wealth |
104 | Shareholders Services Group |
105 | Siebert (Muriel) & Co. |
106 | Signature Securities |
107 | SoFi |
108 | SogoTrade |
109 | Stephens |
110 | Stifel Nicolaus & Company |
111 | StockCross Financial Services |
112 | Stockpile |
113 | SunTrust Investment Services |
114 | Tastyworks |
115 | TCA by E*Trade |
116 | TD Ameritrade |
117 | TD Prime Services LLC |
118 | The Investment Center |
119 | Thinkorswim by TD Ameritrade |
120 | TradeKing (Ally Invest) |
121 | TradeStation |
122 | TradingBlock |
123 | Twine |
124 | U.S. Bancorp Investments |
125 | UBS Financial Services |
126 | US Bank |
127 | USAA Investment Management |
128 | Ustocktrade |
129 | Vanguard |
130 | ViewTrade Securities |
131 | Vision Brokerage Services |
132 | Vision Financial Markets |
133 | Wealthfront |
134 | Wealthsimple |
135 | Webull |
136 | Wedbush Securities |
137 | Wedbush Securities (P3) |
138 | Wells Fargo Advisors |
139 | Wilson-Davis & Co. |
140 | ZacksTrade |