ACCOUNT TRANSFER
Move your portfolio to Aries without selling
Transfer stocks, ETFs and cash from another U.S. broker with ACATS, the industry-standard transfer system. Your positions arrive as positions, with nothing sold along the way.
WHAT CAN MOVE
What you can bring to Aries
Transfers run through ACATS, so your current broker sends your positions straight to your Aries account.
WHAT CAN MOVE
What you can bring to Aries
Transfers run through ACATS, so your current broker sends your positions straight to your Aries account.
WHAT CAN MOVE
What you can bring to Aries
Transfers run through ACATS, so your current broker sends your positions straight to your Aries account.
WHAT CAN’T MOVE
Mutual funds
Non-U.S. currency
Securities that aren’t tradable on Aries
Accounts whose name and type don’t match your Aries account
Transfers of assets below $500
WHAT CAN MOVE
Individual cash, margin and joint accounts
Traditional, Roth and Rollover IRAs
Listed U.S. stocks, ADRs and ETFs
U.S. Treasury bonds
Cash in U.S. dollars
HOW IT WORKS
Three steps, nothing sold
1. Open your Aries account
Open an account of the same type as the one you’re moving: individual to individual.
2. Start a transfer
In the Client Center, choose Transfer Accounts In, pick your current broker and enter your details exactly as they appear on your statement.
3. We handle the rest
We send the request through ACATS. Your broker validates it within one business day and completes it within three business days after that. Follow progress under Transfer History in the Client Center.
HOW IT WORKS
Three steps, nothing sold
1. Open your Aries account
Open an account of the same type as the one you’re moving: individual to individual.
2. Start a transfer
In the Client Center, choose Transfer Accounts In, pick your current broker and enter your details exactly as they appear on your statement.
3. We handle the rest
We send the request through ACATS. Your broker validates it within one business day and completes it within three business days after that. Follow progress under Transfer History in the Client Center.
Account transfers on Aries
The short ones are here.
TRANSFER DETAILS
Mutual funds, non-U.S. currency and securities that aren’t tradable on Aries can’t transfer. Sell them first, or leave them out with a partial transfer. Your old account’s name and type must match your Aries account. Your current broker may charge an outgoing transfer fee, usually $75 or more. Aries does not accept transfers of assets below $500. Aries does not provide tax advice. Transfers can take longer if details don’t match or some assets can’t be transferred.
TRANSFER DETAILS
Mutual funds, non-U.S. currency and securities that aren’t tradable on Aries can’t transfer. Sell them first, or leave them out with a partial transfer. Your old account’s name and type must match your Aries account. Your current broker may charge an outgoing transfer fee, usually $75 or more. Aries does not accept transfers of assets below $500. Aries does not provide tax advice. Transfers can take longer if details don’t match or some assets can’t be transferred.
GET STARTED
Bring your portfolio to Aries, without selling a share.
ACCOUNT TRANSFER
Move your portfolio to Aries without selling
Transfer stocks, ETFs and cash from another U.S. broker with ACATS, the industry-standard transfer system. Your positions arrive as positions, with nothing sold along the way.
WHAT CAN MOVE
What you can bring to Aries
Transfers run through ACATS, so your current broker sends your positions straight to your Aries account.
WHAT CAN MOVE
What you can bring to Aries
Transfers run through ACATS, so your current broker sends your positions straight to your Aries account.
WHAT CAN MOVE
What you can bring to Aries
Transfers run through ACATS, so your current broker sends your positions straight to your Aries account.
WHAT CAN’T MOVE
Mutual funds
Non-U.S. currency
Securities that aren’t tradable on Aries
Accounts whose name and type don’t match your Aries account
Transfers of assets below $500
WHAT CAN MOVE
Individual cash, margin and joint accounts
Traditional, Roth and Rollover IRAs
Listed U.S. stocks, ADRs and ETFs
U.S. Treasury bonds
Cash in U.S. dollars
HOW IT WORKS
Three steps, nothing sold
1. Open your Aries account
Open an account of the same type as the one you’re moving: individual to individual.
2. Start a transfer
In the Client Center, choose Transfer Accounts In, pick your current broker and enter your details exactly as they appear on your statement.
3. We handle the rest
We send the request through ACATS. Your broker validates it within one business day and completes it within three business days after that. Follow progress under Transfer History in the Client Center.
HOW IT WORKS
Three steps, nothing sold
1. Open your Aries account
Open an account of the same type as the one you’re moving: individual to individual.
2. Start a transfer
In the Client Center, choose Transfer Accounts In, pick your current broker and enter your details exactly as they appear on your statement.
3. We handle the rest
We send the request through ACATS. Your broker validates it within one business day and completes it within three business days after that. Follow progress under Transfer History in the Client Center.
Account transfers on Aries
The short ones are here.
TRANSFER DETAILS
Mutual funds, non-U.S. currency and securities that aren’t tradable on Aries can’t transfer. Sell them first, or leave them out with a partial transfer. Your old account’s name and type must match your Aries account. Your current broker may charge an outgoing transfer fee, usually $75 or more. Aries does not accept transfers of assets below $500. Aries does not provide tax advice. Transfers can take longer if details don’t match or some assets can’t be transferred.
TRANSFER DETAILS
Mutual funds, non-U.S. currency and securities that aren’t tradable on Aries can’t transfer. Sell them first, or leave them out with a partial transfer. Your old account’s name and type must match your Aries account. Your current broker may charge an outgoing transfer fee, usually $75 or more. Aries does not accept transfers of assets below $500. Aries does not provide tax advice. Transfers can take longer if details don’t match or some assets can’t be transferred.
GET STARTED
Bring your portfolio to Aries, without selling a share.
ACCOUNT TRANSFER
Move your portfolio to Aries without selling
Transfer stocks, ETFs and cash from another U.S. broker with ACATS, the industry-standard transfer system. Your positions arrive as positions, with nothing sold along the way.
WHAT CAN MOVE
What you can bring to Aries
Transfers run through ACATS, so your current broker sends your positions straight to your Aries account.
WHAT CAN MOVE
What you can bring to Aries
Transfers run through ACATS, so your current broker sends your positions straight to your Aries account.
WHAT CAN MOVE
What you can bring to Aries
Transfers run through ACATS, so your current broker sends your positions straight to your Aries account.
WHAT CAN’T MOVE
Mutual funds
Non-U.S. currency
Securities that aren’t tradable on Aries
Accounts whose name and type don’t match your Aries account
Transfers of assets below $500
WHAT CAN MOVE
Individual cash, margin and joint accounts
Traditional, Roth and Rollover IRAs
Listed U.S. stocks, ADRs and ETFs
U.S. Treasury bonds
Cash in U.S. dollars
HOW IT WORKS
Three steps, nothing sold
1. Open your Aries account
Open an account of the same type as the one you’re moving: individual to individual.
2. Start a transfer
In the Client Center, choose Transfer Accounts In, pick your current broker and enter your details exactly as they appear on your statement.
3. We handle the rest
We send the request through ACATS. Your broker validates it within one business day and completes it within three business days after that. Follow progress under Transfer History in the Client Center.
HOW IT WORKS
Three steps, nothing sold
1. Open your Aries account
Open an account of the same type as the one you’re moving: individual to individual.
2. Start a transfer
In the Client Center, choose Transfer Accounts In, pick your current broker and enter your details exactly as they appear on your statement.
3. We handle the rest
We send the request through ACATS. Your broker validates it within one business day and completes it within three business days after that. Follow progress under Transfer History in the Client Center.
Account transfers on Aries
The short ones are here.
TRANSFER DETAILS
Mutual funds, non-U.S. currency and securities that aren’t tradable on Aries can’t transfer. Sell them first, or leave them out with a partial transfer. Your old account’s name and type must match your Aries account. Your current broker may charge an outgoing transfer fee, usually $75 or more. Aries does not accept transfers of assets below $500. Aries does not provide tax advice. Transfers can take longer if details don’t match or some assets can’t be transferred.
TRANSFER DETAILS
Mutual funds, non-U.S. currency and securities that aren’t tradable on Aries can’t transfer. Sell them first, or leave them out with a partial transfer. Your old account’s name and type must match your Aries account. Your current broker may charge an outgoing transfer fee, usually $75 or more. Aries does not accept transfers of assets below $500. Aries does not provide tax advice. Transfers can take longer if details don’t match or some assets can’t be transferred.
GET STARTED