Account Transfer

Instructions

Follow the steps below to transfer all assets from your account to an eligible destination account.

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration.

  2. Select Account Transfer.

  3. All eligible destination accounts will populate below. Select the destination account and press Continue to complete the request.

    The account transfer panel in client portal.

  4. Select the Transfer Type in the drop down menu

    • Full Account Transfer

    • Position Transfer

    • Cash Transfer

  5. Enter the destination account and the destination account user name and click continue.

 

Additional Resources