The Plumbing
I’m told internally that, at the present moment, we have 24 new client onboards taking place. That’s a lot, we’re just 34 people. And one of the most frustrating, time consuming parts of about onboarding new clients in this industry is the time you have to wait for the ACATS system. Colloquially, an “ACAT” is the transfer of a brokerage account – in kind, with all securities positions i...
source https://thereformedbroker.com/2021/02/08/the-plumbing/
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source https://thereformedbroker.com/2021/02/08/the-plumbing/
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