ACATS
service
2 mentions
2 recordings
first heard Oct 2025
last heard 26 Jun
±0 this month
Automated system used to transfer assets between brokerage firms
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Moments
newest first · ▶ plays the momentBrian ArmstrongSourcery · Brian Armstrong: “Capitalism Lifts Everyone Up” · 53:31 · 26 Jun
…It uses something underneath called ACATS, which is just like the industry standard.…
Robert BrokampMotley Fool Hidden Gems Investing · Enjoying a Richer Retirement, and an IRA Scam · 2:19 · 11 Oct
…It turns out that scammers opened up an IRA in his wife's name at Merrill Lynch, then requested that the investments be rolled over via the Automated Customer Account Transfer Service, otherwise known as ACATS, which is the system that firms use to move money and investments among one another.…
All 2 moments