FAQs  > Topic: Funding
In order to initiate an account transfer please log in to your account and complete the transfer form online. You may scan and email any required documents to [email protected] or fax the documents to 312.284.4775. ACAT Transfers can take between 5-7 business days. Non-ACATs are unable to be processed electronically and can take up to 30 days.
- We must have a full copy of your most recent statement; otherwise, we cannot process your account transfer. If you have not yet received a statement from your other brokerage firm, we will be unable to process the account transfer until a statement is available.
- If the account type at the delivering firm does not match your account type at OptionsHouse, Section 7 of the Customer Account Transfer Form must be completed and signed by all account owners.
- If your transfer request involves an IRA, you will need to have a matching IRA at each firm prior to the transfer (Traditional to Traditional, Roth to Roth, etc.)
Please note that large block position transfers involving certain low-priced securities may be subject to delay due to additional due diligence required to ensure that the shares are fully registered and not subject to any resale restrictions.