You can transfer your investment account to or from iFlip using an ACAT (Automated Customer Account Transfer), which moves your positions without requiring you to sell them first. To bring assets into iFlip, initiate the transfer through us. To move assets out of iFlip to another broker, initiate the transfer with that broker instead — they're the receiving firm in that direction.
Bringing assets into iFlip is available for Individual, Joint, Traditional IRA, Roth IRA, and SEP IRA accounts, depending on account-type compatibility between your current firm and iFlip.
Self-Directed IRA (SDIRA) accounts opened through our partner IRA Club are not ACAT-eligible. Instead, those assets need to be liquidated at your current firm, with the proceeds transferred to IRA Club and then deposited into your iFlip account.
Not all positions can be transferred via ACAT. Equities, ETFs, and mutual funds are eligible (mutual funds excluding Trust accounts). Bond support is coming soon. Other asset types may not be accepted — contact us if you're unsure whether a specific position can be transferred.
When transferring open positions, please be aware of the following:
- Your broker must be a US-based ACAT-participating firm to initiate this type of transfer.
- Positions transferred into your iFlip account are not automatically managed by iFlip's AI — you'll continue to decide when to trade them, including whether to sell and reinvest the proceeds through a Smartfolio.
- ACAT transfers are processed through a third-party clearing system (NSCC) and depend on both firms coordinating behind the scenes. If your transfer seems delayed, it may help to follow up with both iFlip and the other broker.
Costs associated with transferring existing positions: $75 per account for an incoming transfer, $75 per account for an outgoing transfer. The contra broker may also charge its own fees — contact them directly for details. All fees are subject to change without notice.