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Transferring Your Brokerage Account Out of Public
Transferring Your Brokerage Account Out of Public
Updated over a week ago

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Your new brokerage will be able to provide you with the necessary steps to transfer your account, and how to initiate the transfer. If you need it, the DTC code for our clearing firm (Apex Clearing) is 0158.

To find your Public account statements:

  1. Select the icon with 3 lines on it in the top left corner

  2. Scroll down and select Account Settings in the bottom left

  3. Scroll down to the Documents section and select Account Statements

A few notes:

Our clearing firm, Apex, charges a $75 fee for outgoing transfers.

If you are requesting a full brokerage transfer to another firm, your Public account will automatically be closed as part of that process by our clearing firm.

If you have a Premium subscription, it must be canceled before initiating the account transfer. Also, if you have recurring deposits or investments, please ensure those are removed.

Depending on your other brokerage, any fractional shares may be liquidated and only whole share amounts may transfer. Please contact your other brokerage for more info here.

If you hold cryptocurrency, treasuries, or alts, please note it is not transferrable via ACATS transfers. To preserve these assets, we suggest transferring as a partial outgoing transfer. You would need an open Brokerage account to continue accessing and holding these positions with Public. If you want to continue with a full transfer, please arrange to liquidate these positions before the transfer submission.

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