A transfer fee to move your account? That’s no way to start a great new online investing experience. So we’ll help get things off on the right foot by covering your ACAT fee when you bring over the entire balance of your current brokerage account. Just consider it our way of saying welcome to optionsXpress.
What is ACAT?
Automated Customer Account Transfer (ACAT) is a convenient electronic method of moving all or some of your assets between brokerage firms, saving you both time and hassle. We make it even easier by reimbursing your ACAT fee when you move your entire current account to optionsXpress.
How do I get free ACAT?
- Open an account with optionsXpress.
- Log In, then fill out and print an Account Transfer Form.
- Mail the signed and completed form along with a copy of your most recent account statement to optionsXpress.
- Fax a copy of your final statement showing the transfer fee to us at (312) 629-5256, and we’ll credit your account.
We’re here to help. Give us a call at (888) 280-8020 or get online.
Please see the disclosures page for additional information regarding this section.
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