Types of Transfers Available

Both full transfer and partial transfer are supported.

For full transfers, all your assets (including all positions and cash) will be transferred to TradeUP, so please make sure the securities being transferred are supported by TradeUP. If you are trying to transfer bonds, pink sheets or penny stocks on the OTC markets, your transfer will be rejected in full. If you would like to transfer cash, please select full transfer (U.S. dollars only).

For partial transfer, only U.S stocks, ADRs, ETFs, options and mutual funds are supported. You should specify all the securities with symbol and quantities.