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ATON Transfers

The Position Transfers page lets you transfer US or Canadian stocks, options and cash held at another brokerage firm to us through ATON, the Canadian equivalent of ACATS.

When you select ATON as the transfer method on the Position Transfers page, you can:

• Request a Full ATON transfer, in which all of your assets are transferred from a third-party broker to your account.
• Request a Partial ATON transfer without a Position Instruction, in which you transfer only some of your assets and cash from a third-party broker to your account and you do not use an optional Position Instruction.
• Request a Partial ATON transfer using a Position Instruction, in which you use a previously-created Position Instruction to transfer only some of your assets and cash from a third-party broker to your account.
• Create a new Position Instruction, which lets you save and reuse third-party broker information for future Partial ATON transfers.

Your Account Name, Tax Identification Number and Customer Type (i.e. individual, joint, Roth IRA), must exactly match the third-party broker account in order for the transfer to take place.

For more information

• Funding Reference