The Transfer form allows you to request a cash, alternative asset, or public security transfer from an existing retirement account to perform a custodian-to-custodian transfer into your NDTCO account:
Some custodians will allow for an ACAT transfer. You can view a list of custodians who will accept our ACAT transfer requests here, or you can reach out to your previous custodian directly to confirm. To initiate an ACAT transfer, please use this link via the Client Portal.
