How do I transfer my account from another broker to DriveWealth via ACAT?
First, we would ask you to provide DriveWealth with a copy of your most recent account statement (which shows your current open positions and account balance). Please send it to email@example.com with the subject “ACAT Transfer to DriveWealth”. This step is very important because we cannot accept securities that DriveWealth does not offer.
Once we confirm with you that we offer the securities you wish to transfer, we will then need you to fill out this ACAT Transfer Form. When the completed form is returned back to us, we will then proceed to initiate the transfer with your brokerage.