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What Kinds of Assets Can I Transfer to Monorail?

Learn which assets you can transfer to Monorail, how the process works, and what isn’t supported.

Gregory avatar
Written by Gregory
Updated over a month ago

You can easily transfer eligible assets from an outside brokerage into your Monorail account. Here's what we support and how it works:

✅ Eligible Assets

  • Stocks

  • ETFs

  • Options contracts

  • Cash balances

  • Margin balances (if applicable)

🚫 Not Supported

  • Fractional shares

  • Cryptocurrencies

  • Mutual funds

  • Bonds

  • Futures

  • Annuities

  • Certificates of deposit (CDs)

🔁 How It Works

  1. Create a Monorail account with an active Patriot Portfolio™

  2. Submit your most recent brokerage statement through the app

  3. A Customer Support team member will contact you within 24 business hours to verify your info

  4. We initiate the transfer and process it within 72 hours

  5. Your assets settle in your Monorail account within 7–10 business days

⚠️ Notes

  • We support both full and partial account transfers

  • Some asset types may require additional steps or may not be eligible

  • Your current brokerage may charge transfer-out fees

For more help, contact Monorail Support via the in-app messenger.

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