Say I have 5 stocks in my portfolio with Broker A. I want to transfer 2 stocks to Broker B. How do I do this?
I am aware of ACAT but if I understand it right, ACAT transfers the entire portfolio from Broker A to B. I don't want that.
- BarneyLv 54 years agoFavorite Answer
You can do a partial ACATS, as long as the stock is eligible.
Contact the receiving brokerSource(s): from the industry
- Waltz49Lv 54 years ago
Just call either broker and they can set it up. Just make sure they do it and the certificates don't come to you because if it is not an institutional transfer, it becomes a taxable event. (assuming you are in the US - but I don't know what acat means so maybe not?)