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:
- Mutual Funds
- Alternative Investments*
Assets that are NOT eligible for ACAT transfer include:
- OTC Stocks
- Pink Sheet Stocks
*Not all alternative funds are eligible for transfer. To confirm the transferability of your specific alternative fund, or to initiate a partial ACAT transfer 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.