SoFi Invest is capable of receiving assets directly from another brokerage account if that brokerage firm is ACAT eligible. The following assets are transferable via ACAT:
- Stocks
- ETFs
- Mutual Funds
- Alternative Investments*
Assets that are NOT eligible for ACAT transfer include:
- Options
- OTC Stocks
- Pink Sheet Stocks
- Bonds
*Not all alternative funds are eligible for transfer. To confirm the transferability of your specific alternative fund, or transfer assets not covered under the standard ACAT eligibility, please contact an Investment Specialist at 855-525-7634 or chat with us.
Also, note that enrollment in margin trading is a prerequisite if your ACAT transfer includes a margin debit balance.