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How do I transfer my account from another financial institution to OptionsHouse?

April 26, 2017financial institution my account optionshouse transfer

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How do I transfer my account from another financial institution to OptionsHouse?

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In order to transfer your account from another financial institution to OptionsHouse, you must complete an ACAT form and send it to OptionsHouse with a copy of your most recent statement. Account types must match in order to complete a transfer (i.e. Individual account to Individual account is an example of similar account types. An example of a change in account type is Joint Rights of Survivorship to Joint Tenants in Common). If your account types do not match, make sure to include a Change of Ownership form with your ACAT form and statement. Transfers normally take 5-10 business days to complete. You can download an ACAT form here and a Change of Ownership form here.