Transfer Assets into Your Investment Account with the 天美棋牌 Mobile 庐 app
Learn how to transfer assets on the 天美棋牌 Mobile庐 app
The Automated Customer Account Transfer Service (ACATS) allows users to transfer certain assets from one brokerage firm to another quickly with little to no cost. In this video, l earn how to transfer securities from an external brokerage firm to a J.P. Morgan investment account right on your phone. Access transfer guidelines, check the status of your transfer and more. Click here for information about ACATS .
Sign in to the 天美棋牌 Mobile庐 app
Tap 鈥淚nvestments by J.P. Morgan鈥
Choose the investment account you鈥檙e transferring to
Tap 鈥淭ransfer鈥 then choose 鈥淭ransfer securities鈥
Choose 鈥淓xternal account transfer鈥
Choose the financial institution you want to transfer from
Connect to your external investment account then tap 鈥淣ext鈥
Sign in to your external account and tap 鈥淐ontinue鈥
Choose the account you want to transfer from and tap 鈥淣ext鈥
Choose the J.P. Morgan investment account you want to transfer to and tap 鈥淣ext鈥
Select the assets you鈥檇 like to transfer and enter the quantities, then tap 鈥淣ext鈥
If everything looks ok, tap 鈥淪ubmit鈥 and we鈥檒l send you an email when the transfer is complete; avoid using the external account while your transfer is processing
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Scan the QR code to download the app to experience convenience and security on the go.
