Transferring your shares and cash from another brokerage platform to Bamboo is very easy.

First of all, you must have/create a Bamboo account in the same name you used on your current broker.

Fractional shares cannot be transferred, you have to sell them on your current broker and move the cash to Bamboo.

Once this is completed, please fill out the ACAT Transfer Form and share it with [email protected]

When we receive your completed ACAT Transfer Form, we will then initiate the transfer on your behalf with our brokerage partner - DriveWealth.

Please note that DriveWealth charges a fee of $65 for transfers from other platforms powered by DriveWealth to Bamboo. As such, you'll be expected to have this amount in the brokerage account you are transferring from to cover this fee.

This process takes about 7-10 business days to be completed after the request has been submitted to DriveWealth.