Get the free ACAT Form - SogoTrade

CUSTOMER ACCOUNT TRANSFER REQUESTReceiving Firm Apex Clearing Corporation (Apex Clearing) Clearing #0158 DETOUR ACCOUNT INFORMATION ACCOUNT TITLE APEX CLEARING ACCOUNT NO.SSN/TAX ID NO. Please attach

How to fill out acat form - sogotrade

How to fill out acat form - sogotrade

1. To fill out the ACAT (Automated Customer Account Transfer) form for Sogotrade, follow these steps:
2. Obtain the ACAT form from Sogotrade's website or contact their customer support.
3. Read the instructions and requirements carefully to ensure you have all the necessary information and documentation.
4. Provide your personal details such as full name, address, social security number, and contact information.
5. Specify the account details for both the transferring (current) and receiving (Sogotrade) brokerage firms.
6. Indicate the types of assets you wish to transfer, such as stocks, bonds, mutual funds, or cash.
7. Fill in the account numbers and any additional information requested by Sogotrade.
8. If you are transferring securities, you may need to provide the names and quantities of the specific stocks, bonds, or mutual funds.
9. Sign and date the form, and make sure all the provided information is accurate.
10. Submit the completed ACAT form to Sogotrade by mail or through their online submission process.
11. Keep a copy of the form for your records and monitor the transfer process with Sogotrade's customer support.

Who needs acat form - sogotrade?

1. Anyone who wants to transfer their brokerage account from another firm to Sogotrade needs to fill out the ACAT form. Whether you are an individual investor or a company, if you wish to move your securities or assets to Sogotrade, you will need to complete this form.

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What is acat form - sogotrade?

The ACAT form is a transfer form used by brokerage firms such as Sogotrade to transfer assets between accounts.

Who is required to file acat form - sogotrade?

Customers who want to transfer assets between accounts at Sogotrade are required to file an ACAT form.

How to fill out acat form - sogotrade?

To fill out the ACAT form for Sogotrade, customers need to provide details of the assets to be transferred, account information, and any other relevant documentation.

What is the purpose of acat form - sogotrade?

The purpose of the ACAT form for Sogotrade is to facilitate the transfer of assets between accounts efficiently and securely.

What information must be reported on acat form - sogotrade?

The ACAT form for Sogotrade must include details of the assets to be transferred, account information, and any relevant documentation.