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:

Outbound position transfers:

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

For more information, visit the Fund Your Account page on our website.