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Transfers

How to Do a Direct IRA Transfer

How to Do a Direct IRA Transfer

If this is your first direct IRA transfer, don’t worry. We help process direct IRA transfers every day, and we’re here to make it as easy for you as possible.

ACATS: Automating Asset Transfers

ACATS: Automating Asset Transfers

Betterment uses the ACATS method (Automated Customer Account Transfer Service), which automates transfers of assets and cash between brokerage firms. Generally, an ACATS transfer is faster and more convenient than other types of transfers.

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