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How to transfer from a joint account to a Zinvest financial account?

If you wish to establish a transfer from a joint account, all Zinvest  financial account holders are required to submit a stamped and signed ACAT transfer form.

(Seal signature guarantee protects you from being deceived during market transactions by making it impossible for others to copy your signature on your financial documents and certificates.)

Please complete the following steps:

1. Download and fill out (do not need to sign) Zinvest Financial Account ACAT Transfer Form

2. Please bring your unsigned ACAT form to your bank and apply for a stamped signature guarantee.

3. Please mail the original certified ACAT form and the most recent joint account statement to Zinvest Finance.

We will handle the transfer transaction for you.

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