We would love to provide you with a great investing experience on our platform, but we understand that migration may not be your decision at the moment. You have two options in this case:

ACAT Transfer: You may choose to transfer your account to another broker-dealer by June 13th, 2024. To do this, you will need to initiate a Full ACAT transfer from the receiving broker. Once DriveWealth receives instructions from the receiving broker we will complete the transfer. Please note fractional shares cannot be transferred. In such an event, you will be required to liquidate any fractional portion of your holdings before transfer, which may have tax consequences. We recommend that you consult with a tax professional before proceeding. Please also note, there is a fee of $65 per ACAT transfer.

Liquidation: You may choose to sell the securities in your account and withdraw the funds from your investment account to your linked bank account by June 13th, 2024. Please note that liquidating your account may have tax consequences. We recommend that you consult with a tax professional before proceeding.

The deadline to take action is June 13th, 2024 for both options.