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Deposit: Transfer Account (ACATS)
ACATs allows you to transfer securities and cash assets from an account at another financial institution to your account (including IRA accounts).
Cost: Free
Availability: 7-10 business days
Deposit Limits: No limit
Step One: Download, complete, and sign the Customer Account Transfer Form.
Step Two: Email the form to
[email protected] Include a copy of your most recent account statement for the external accountThe title on your account (typically your legal name) and the title on the account from which you are transferring funds must match.
Disclosures: Aries Financial, Inc. is not a broker-dealer or investment advisor. Securities and investments are offered through TradeStation Securities, Inc., Members FINRA and SIPC. Additional information about your broker can be found by clicking here. Aries refers to Aries Financial, Inc mobile App and website, and with securities offered through TradeStation Securities, Inc.