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  1. Securities brokers have a process called ACATS (Automated Customer Account Transfer ...

    2 Answers · Business & Finance · 16/07/2009

  2. ...'...a Contact Name is only mandatory for Non-ACATS only. Enter the delivering firm name, contact name, and telephone...

    2 Answers · Business & Finance · 24/03/2007

  3. ... brokerage move accounts from one firm to another by using the ACATS system (Automated Customer Accounts Transfer...

    4 Answers · Business & Finance · 25/05/2012

  4. It's easy Go to ETrade, tell them you want to ACATS your account at Sharebuilder to E*Trade. (ACATS...

    3 Answers · Business & Finance · 11/08/2009

  5. ...by Edward Jones when they move the account as parts of the ACATS move. If there is a debit in your account resulting from...

    1 Answers · Business & Finance · 10/11/2011

  6. You can do a partial ACATS, as long as the stock is eligible. Contact the receiving broker

    2 Answers · Business & Finance · 11/03/2016

  7. ...have to open an account with the new brokerage firm, they will provide you with paper work (ACATS) form which you will complete, The new firm will send the paper work (electronically...

    2 Answers · Business & Finance · 26/06/2008

  8. ...another, stocks are moved systemically through the common used ACATS (automated customer account transfer system). Contact the firm (customer...

    7 Answers · Business & Finance · 25/01/2011

  9. ...account now, and next month when the dividend credits your old account, ACATS pushes the money over to your new account.) Most ACATS...

    12 Answers · Business & Finance · 26/04/2010

  10. ...could go to another broker/de;er and open an account, (can be done on line), comptete ACATS forms (on line depending on the firm) and they will have the stock ...

    5 Answers · Business & Finance · 27/04/2008

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