Ready to bring your investments over to Monorail? Once your Patriot Portfolio™ is fully set up, you're just a few steps away.
🔁 Steps to Request a Transfer:
Upload your most recent statement from your external brokerage in the app
Submit your transfer request
A Transfer Support Team member will contact you within 24 business hours to verify your account and begin the process
Once everything is verified, your assets will be securely transferred and settled in your Monorail account.
⏱️ Transfers typically complete within 7–10 business days, depending on your brokerage and the assets being moved.
📦 Want to Know What You Can Transfer?
Check out the full list of supported and unsupported assets:
👉 What kinds of assets can I transfer to Monorail?