Either you or your broker should contact us online or call the Planned Giving department at 1-888-414-7752. Provide the name of the stock and the number of shares being transferred, so we can properly credit and acknowledge the gift.

Yes. To do a full or partial account transfer, you will need to download our Transfer of Assets form by clicking here. Please complete and sign this form and return the originally signed form along with a complete copy of your most recent statement from your other brokerage. Be sure, for PARTIAL transfers, to indicate the positions and/or cash to be transferred.

PLEASE NOTE: Account transfer's timeliness are dependent upon the delivering firm (your old brokerage) acting upon the transfer instructions they are given. Automated account transfers (full & partial) usually take 7-14 business days. Non-automated

Yes. To do a full or partial account transfer, you will need to download our Transfer of Assets form by clicking here. Please complete and sign this form and return the originally signed form along with a complete copy of your most recent statement from your other brokerage. Be sure, for PARTIAL transfers, to indicate the positions and/or cash to be transferred.

Please ask your current broker if they participate in the ACAT, DTC or DWAC transfer systems. Many international brokerage firms may have affiliations with a domestic U.S. transfer agent. If that is the case, we can accept the securities transfer.

Endorse your securities certificate exactly as it appears on the face of the certificate. Write the number of your offshore brokerage account account number on the upper left face of the certificate. On the back of the certificate between "appoint and attorney" write the name of your offshore brokerage's settlement agent (obtainable from the brokerage) which ensures that the certificate can be negotiated only by the agent.

No. If you wish to change the shares you own from one name into another, you need to fill in an 'Off Market Transfer Form'. This can be downloaded from the 'Settings' page of our website. Please refer to our Schedule of Fees for the costs associated with an off-market transfer.

No. You must make contributions to your NextGen Account with cash (e.g., by check or electronic funds transfers). Before you invest in the NextGen plan, please carefully read the NextGen College Investing Plan Program Description. The program description contains more complete information, including investment objectives, charges, expenses and risks of investing in the NextGen plan, which you should consider.

Fund transfer to Rakuten securities for brokerage service is not included in the fund transfer limit stated above. Fund transfer will be refunded to your PowerFlex Yen Savings account when you make a mistake in the transfer request. You can view your reason for transfer error through Online Banking (Shinsei PowerDirect) on the "Transfer Inquiry" screen. Please reconfirm the status and follow the procedure again.

Once you submit an account transfer form, your account will most likely be frozen at your existing brokerage. Do not attempt to trade any securities you are transferring, as this will delay the transfer process.

Simply instruct your broker to transfer your portfolio/assets to BOOM. Please refer to Securities Deposit and Withdrawal for more details.

Yes. We must ask that you initiate the outgoing transfer by contacting the other brokerage firm (the "receiving firm"). If the transfer can be done via ACAT (Automated Customer Account Transfer service) then the receiving firm will submit your transfer electronically, which is the quickest.

Yes, you will still be able to access your People's Securities, Inc. Brokerage Account. However, you will need to go directly to https://psi.peoples.com and login.

Yes. A broker-to-broker transfer can be completed with your authorization. Speak to an M&T Brokerage representative at (800) 724-7788 to find out how easy it is to consolidate your assets.

Transferring an account from one brokerage house to another is a simple process. For the US Markets the process is supported by the Automated Customer Account Transfer (ACAT) system. To transfer your account, you fill out an ACAT form with us as your new broker. We will generally require a copy of your statements from the old brokerage house, plus some additional proof of identity. The transfer will be made within 5-10 business days for regular accounts.

If you are transferring funds from another firm altogether, you will need to request a transfer form which must be filled out, signed, and sent back to us for processing. You may also download this form. This is called an ACAT transfer and normally takes 7-10 business days to complete from the time we receive your paperwork. (Make sure to include a copy of your most recent statement from the firm you are transferring from).

By simply filling out an account transfer form, accounts from other firms will be transferred in 10 days to two weeks.

Yes, you must first establish an account with PennTrade before you can transfer an account. Please go to https://www.penntrade.com/cgi-bin/application/Step1.cgi to apply online.

If you have an existing account with another broker that you would like to move to International Futures Group, we can easily facilitate such a transfer. Included in the account forms is a transfer form. Complete the transfer form along with the entire account form and fax to [our fax number]. The transfer process will take three to five business days.