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Transferring Your Brokerage Account Out of Public

Updated over 2 weeks ago

We’re sorry to see you go, and we appreciate you being part of the Public community.

We’re always working to improve, and your feedback helps us do that. If you’d like to share your reasons for transferring or suggestions for improvement, please contact our Member Support Team at support@public.com.


How to Start an Outgoing Transfer

Your new brokerage will guide you through the process of transferring your account from Public. If they request it, provide the DTC code for our clearing firm: Apex Clearing DTC Code: 0158


Transfer Timelines

ACAT Transfers: Typically take 7–10 business days to complete if everything goes smoothly. Delays can occur if the receiving or delivering firm rejects the request or if corrections are needed.


How to Find Your Account Statements

You may need your account statements when transferring to another brokerage. To access them:

  1. Open the ☰ Menu (top left in the app, or top right on the website)

  2. Select Settings

  3. Choose Documents, then Account Statements

You can download or share your statements directly with your new brokerage as needed.


Important Notes About Transfers

  • The outgoing transfer fee is $100 per account.

  • A full transfer will automatically close your Public account once completed.

  • Premium subscriptions must be canceled before initiating a full transfer.

  • Recurring deposits and investments should be stopped before submitting your request.

  • Fractional shares cannot be transferred and will be liquidated upon receipt of a full transfer.

  • Options contracts expiring within 7 business days of your transfer request may cause the transfer to be rejected.

  • Cryptocurrency, 6-Month T-Bill accounts, fractional Treasuries, and fractional Bonds cannot be transferred via ACATS.


Retaining Non-Transferable Assets

If you hold cryptocurrency, Bond accounts, HYCA, Treasury accounts, or 6-Month T-Bill accounts, we suggest submitting a partial transfer to retain these assets. A full transfer may require liquidating non-transferable holdings before submission.


Need Help?

Our Member Support Team is here to help you through the process or answer any questions before you transfer. Reach us anytime through in-app chat or email at support@public.com

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