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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.

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 accounts Examples: Schwab, E-trade, Robinhood )

  • ETFs

  • IRA's

  • ROTH IRA's

  • Cash balances

🚫 Not Supported

  • Fractional shares

  • Bank accounts ( Can be transferred via linking bank account)

  • Joint Accounts

  • Custodian Accounts

  • Cryptocurrencies

  • Mutual funds ( Most )

  • Bonds

  • Futures

  • Annuities

  • Certificates of deposit (CDs)

🔁 How It Works

  1. Create a Monorail account with an active Portfolio™

  2. Submit your most recent brokerage statement through the app or by emailing it to support @monorail.com

  3. A Customer Support team member will contact you within 24 business hours to verify your info and go over the rest of process. Our support email is support@monorail.com

NOTE: Your current brokerage may charge transfer-out fees. Please make sure those fees are in cash.

For more help, contact us at Support@monorail.com ( Response within 24 business hours or via the in-app messenger during business hours. )

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