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If this is your first step into the world of self-directed investments, this is a good place to start.
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The following financial custodians are eligible to do ACAT transfers with NDTCO.
Please note that this is not an all-inclusive list. If your previous financial custodian is not mentioned, please reach out to them directly to confirm whether they can accept transfer requests via ACAT.
- Ameriprise
- Apex Clearing Firm
- Axos Financial (E*TRADE Advisors and others)
- Cetera Advisors
- Charles Schwab
- D.A. Davidson
- Edward Jones
- E*TRADE Securities
- Fidelity/National Finance Services
- Interactive Brokers
- StoneX (formerly INTL FCStone)
- Janney Montgomery Scott
- J.P. Morgan Private Bank
- LPL Financial
- Merrill Edge
- Merrill Lynch
- Morgan Stanley Wealth Management
- Pershing LLC
- Raymond James
- RBC Capital Markets
- Robert W. Baird
- Stifel Nicolaus
- TD Ameritrade
- UBS Financial Service
- Vanguard (Only eligible with 8-digit brokerage accounts; 11-digit brokerage accounts are not eligible)
- Wells Fargo Advisors/Wells Fargo Clearing Services
