ACATS (Automated Customer Account Transfer Service) via TradingFront's advisor portal

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:

1. The account type at your transferring institution or broker must match the account type here in order for the transfer to be successful.
2. ACATS can only support the entire account transfer for now.
3. 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."

You can track the ACATS transaction history. 

* List of available brokers （From A to Z)