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How do I transfer assets from another brokerage into Monorail?

Learn how to securely transfer brokerage assets to your Monorail Patriot Portfolio™ using ACATS.

Gregory avatar
Written by Gregory
Updated over a week ago

You can easily transfer assets like stocks, ETFs, and cash from your current brokerage to Monorail using our ACATS-enabled transfer service.
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✅ Transfer Process:

  1. Complete your Patriot Portfolio™ setup.

  2. Upload your most recent brokerage statement in the Monorail app.

  3. Submit a transfer request.

  4. A Transfer Support Team member will contact you within 24 business hours.

⏳ Typical timeline:
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7–10 business days for most transfers.
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✅ Supported via:
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​ACATS (Automated Customer Account Transfer Service), managed by the NSCC (National Securities Clearing Corporation).
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🏦 Mailing Address (if requested by your provider):
Apex Clearing Corporation
350 North St. Paul Street, Suite 1300
Dallas, TX 75201
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💡 We support full and partial transfers.
Some asset types (e.g. mutual funds, fractional shares, crypto) may not be eligible for transfer.

Let us know if you need help getting started — we’re here to support you. 🇺🇸

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