Frequently Asked Questions

Frequently Asked Questions – Opening and Funding a Personal Portfolio

Can I Transfer Part Of An Existing Account Or Multiple Accounts To A Personal Portfolio?


As part of the ACAT funding process, you will be able to choose full or partial transfer of your positions or funds. We can assist you in processing transfers in kind. It is most efficient to have a copy of your latest account statement(s) available for this process..

We strongly discourage clients from transferring restricted securities into their Personal Portfolio account(s). Among other reasons, our asset-based fee will continue to accrue and be payable with respect to securities you restrict in your Personal Portfolio.

See what we would recommend for you