We're sorry to see you go and we appreciate you being part of our community. We continuously improve and value your feedback. Please share your reasons or suggestions with our Member Support team at support@public.com.
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:
Select the Menu Icon (≡) in the top left corner
Scroll down and select Account Settings in the bottom left
Scroll down to the Documents section and select Account Statements
A few notes:
The outgoing transfer fee is $100 for each account transfer processed.
A full brokerage transfer request will automatically close your Public account.
Active Premium subscriptions must be canceled before initiating a transfer.
Recurring deposits and investments must be terminated before a transfer.
Fractional shares are not transferable and are liquidated upon the receipt of a full transfer.
Transfer requests for options contracts expiring within seven days will be rejected.
Cryptocurrency, 6M T-Bill accounts, fractional treasuries, and fractional bonds are not transferable via ACATS.
For members who hold cryptocurrency, Bond accounts, HYCA, Treasury accounts, or 6M T-Bill accounts, a partial transfer is recommended to retain them, as they require an active Public Brokerage account. A full transfer may require liquidation of non-transferrable assets before submission.