Transfer requirements depend on a few factors, most importantly whether the delivering firm supports automated (ACAT) processing. Some firms also require a Letter of Acceptance or a Medallion Signature Guarantee before releasing outbound funds. These requirements are most common with specialized accounts, such as annuities, mutual fund company accounts, and some self-directed IRAs (SD-IRAs).
If you're not sure whether your transfer will process automatically, send us a copy of your statement and we'll take a look. We're happy to review it and set the right expectations for processing time and submission method.
For any questions, our team is available via in-app chat or email at support@public.com.