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How Do I ACAT Transfer My Portfolio To Another Broker?

What is an ACAT?

An ACAT (Automated Customer Account Transfer) transfer lets you move all of your cash and full stock shares from Stash to another broker (via our custodian APEX) . 

To begin the ACAT process it must be initiated from the receiving broker who then reaches out to Apex to begin the process. Once the ACAT transfer has been initiated, Apex will reach out to Stash to notify us that the account is being transferred. 

What you need to know:

  • ACATs only allow full shares to be sent to a new broker. Any fractional shares are sold and the proceeds are added to the Portfolio Cash, which is also sent to the receiving broker. 
  • ACATs cost $75 with the fee taken from the cash balance. If there aren’t sufficient funds in your cash balance to cover this fee, the amount is taken from the fractional share sales. 
  • Your Stash account will be closed and cannot be reopened
  • The process can take up to 3 weeks to complete. 

To start this process, please reach out to the receiving broker. If they need to contact APEX, their ACAT fax number is 631-274-8210.

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