You can easily transfer your investment portfolio from another brokerage to your Public account across our encrypted network. This is a great option if you’d like to consolidate your holdings into a single account.
The process is super easy and you can use our helpful Transfer Wizard to get it automatically transferred over! 🌴
Please make sure to have a pdf copy of your Account Statement from your other brokerage on hand.
Just a heads up we don't currently accept 401K or Retirement account transfers.
If you ever have questions, the team is always here for you, so feel free to give us a shout on the app’s Live Chat or via email at firstname.lastname@example.org! 😁