Transfer Positions

The Transfer Positions screen lets you transfer positions to and from your account. We support Incoming and Outgoing position transfers in Portal.

To complete a transfer, please take the steps outlined below.

1. Click Transfer & Pay > Transfer Positions

   • Alternatively, click Menu in the top left corner > Transfer & Pay > Transfer Positions

   

Inbound position transfers:

• Automated Customer Account Transfer Service (ACATS)
• Account Transfer on Notification (ATON) for Canadian securities
• DRS - Transfer Shares Held at Transfer Agent
• DWAC - Deposit/Withdraw at Custodian
• Free of Payment (FOP) for US stocks

• Free of Payment Transfer of Global Securities

• Internal Position Transfer
• Transfer Positions Between Master and Sub Accounts

Outbound position transfers:

• DRS - Deliver Shares to the Issuer's Transfer Agent / Registrar
• DWAC - Deposit/Withdraw at Custodian
• Free of Payment Transfer of US Securities

• Free of Payment Transfer of Global Securities

• Internal position transfers
• Position Transfer Between Master and Sub Accounts

When you request an ACATS, ATON or FOP position transfer, you have the option of creating and/or using a Position Instruction.