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.
Public does not charge any fees for this service although the sending firm may. If they do - let us know, in most cases we’ll cover it!
Just a heads up we don't currently accept 401K or Retirement account transfers.
Feel free to reach out to our CX Team anytime via email at firstname.lastname@example.org