How to initiate an ACAT of a taxable brokerage account to your Carry Taxable account

Edited

Step 1: From the Home page Click 'Rollover to Carry' on the upper right

Step 2: Select Taxable brokerage for the account type you are transferring over

Step 3: Select ACAT

Step 4: Input the approximate current balance of your brokerage account

Step 5: Upload the most recent available account statement and click 'Continue'

Step 6: Input your account number, account name and select the firm where the funds are coming from. If you're not sure what to input, contact your sending firm for the details.

Step 7: If you don't already have a Taxable brokerage account open, next you'll go through the next few screens to open one.

Step 8: Here you'll review confirm your ACAT transfer details and click 'Continue'

Step 9: You'll be brought to a success screen after submitting where you can then click 'Exit'

taxable brokerage

ACAT