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Can I transfer my current investments to another brokerage firm?

You can rollover your current investments from either your Stash Invest account to another broker with what’s known as an Automated Customer Account Transfer (ACAT).

To perform the ACAT transfer, the receiving broker will need to make a request for an ACAT with our custodian, Apex Clearing. Stash will also need information related to the broker you will be sending the investments over to. We can then coordinate with Apex to complete the transfer. There is a $75 charge for an ACAT, this fee will be deducted from your Cash Balance.

When the ACAT process has begun, your Stash account will be locked to prevent any transactions that may delay or disrupt the ACAT process.

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