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
Create a Monorail account with an active Patriot Portfolio™
Submit your most recent brokerage statement through the app
A Customer Support team member will contact you within 24 business hours to verify your info
We initiate the transfer and process it within 72 hours
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.