Transfer Positions
Instructions
The Transfer Positions screen lets you transfer positions to and from your account. We support Incoming and Outgoing position transfers.
To complete a transfer, please take the steps outlined below.
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Tap the Account menu icon (head and shoulders) in the top left corner of the app.
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Tap the Transfer Positions button.
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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
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Free of Payment Transfer of Global Securities
- Internal Position Transfer
- Transfer Positions Between Master and Sub Accounts
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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
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Free of Payment Transfer of Global Securities
- Internal position transfers
- Position Transfer Between Master and Sub Accounts