Deposits, Withdrawals, and Transfers

ACATs Instructions

• General ACATS Principles (for ALL institutions)
• What should I know about ACATs from Charles Schwab?
• What should I know about ACATs from E-Trade?
• What should I know about ACATs from Fidelity?
• What should I know about ACATs from Firstrade?
• What should I know about ACATs from Interactive Brokers?

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Transfers

• How do I allocate funds from my Self-Managed account to another investment?
• How long will my transfer take?
• What types of assets can be moved via each transfer option?

Withdrawals

• Are there any deadlines for cash transfers out of Arta that I should be aware of?
• What is the timeline for AMP liquidation and withdrawal?
• Where can I see the status of my outgoing cash transfer?
• How long do transfers out of Arta take?
• How do I transfer funds or securities out of Arta?

Deposits

• I think something with my transfer went wrong, what should I do?
• I sent a wire a few days ago but the funds have yet to arrive in my Arta account.
• How long does it take for my funds to be deployed into an investment?
• Where can I view my cash balance and cashflow activity?
• Where can I see the status of my transfer?
• How can I initiate a transfer?

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Bank Specific Wire Instructions

• How do I wire funds from Wells Fargo?
• How do I wire funds from Citibank?
• How do I wire funds from Goldman Sachs?
• How do I wire funds from First Republic?
• How do I wire funds from Charles Schwab?
• How do I wire funds from Fidelity?

See all 10 articles