To transfer assets into your account from another brokerage firm, you can typically use the ACATS transfer process:

●  Complete our ACATS/transfer form;

●  Attach a copy of your most recent statement from the delivering brokerage account.

Before submitting, please confirm:

●  The delivering brokerage account type matches your Zinvest account type (e.g., individual/joint, cash/margin, etc.);

●  The account holder name(s) match on both accounts

●  The SSN/Tax ID matches

● For international users, provide supporting documents such as a passport and/or government-issued ID if required.

●  Most ACATS transfers typically take 4–10 business days (depending on the delivering firm’s processing speed and the asset types). Some financial institutions may charge an outgoing transfer fee, which may be deducted from the transferred assets or charged separately by the delivering firm.