Transfer Positions Between Master and Sub Accounts

Introducing brokers and STL account users with fund management access for the Master Account can transfer positions between the master account and its sub accounts, and between two sub accounts. Requests submitted during regular trading hours will transfer immediately. Requests submitted outside of regular trading hours will be processed the next business day.

1. Click Transfer & Pay > Transfer Positions
   • Alternatively, click Menu in the top left corner > Transfer & Pay > Transfer Positions
2. If you have multiple accounts or account partitions, or if you have a master account and you manage one or more client or sub accounts, the Account Selector opens. Select the account you want to use for this transaction, or use the search function in the Account Selector to find the desired account. Click Continue to submit your account selection and close the Account Selector.

3. In the Transfer Method list, select Internal.

4. The following page shows the available destination accounts (the account to which you want to transfer assets). Select the account you are looking to transfer assets to. Press Continue.

5. The following screen displays the symbol, asset class and available quantity of all positions held by the source account.

6. Provide transfer details as follows:
   • To transfer all positions to the selected sub account, select the Transfer all positions check box, then click Continue.
   • To transfer some but not all positions to the selected sub account, enter the number to transfer in the Transfer Quantity field for each symbol listed, then click Continue.
   • For symbols whose positions you do not want to transfer, leave the Transfer Quantity field blank.
7. Verify that the transfer information is correct, then click Confirm.
8. Confirm your identity by entering the confirmation number sent to you via email, then click Confirm.

   The positions are transferred.