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What is an ACATS transfer?

An automated customer account transfer service (ACATS) is a system that transfers securities from one brokerage firm to another. This allows you to transfer your securities without liquidating into cash and incurring tax consequences. If you have questions about an ACATS Transfer, please contact acats@m1finance.com

If you are looking to do an ACATS Transfer into M1, you can find instructions here.  

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