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What information is required for ACATS transfer to Invstr+?

When initiating an ACATS transfer, you will be asked for your account number. Below is a list of common Account Number Formats:

  • Robinhood: Account Number is 9 characters, all numeric.
  • TD Ameritrade: Account Number is 9 characters, all numeric.
  • Fidelity Investments: Account Number is 9 characters and typically begins with a letter followed by eight numbers.
  • Charles Schwab: Account Number is 8 characters, all numeric.
  • Merrill Edge: Account Number is 8 characters, combination of alpha and numeric
  • Vanguard: Account Number is 8 characters, all numeric.
  • Stash: Account Number is 8 characters, combination of alpha and numeric.
  • J.P. Morgan Clearing Corp: Account Number is 8 characters, all numeric.
  • DriveWealth LLC: Account Number is 17 characters, combination of alpha and numeric. 
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Updated on 7 June, 2022