I want to transfer my portfolio from Investimental to another broker. How do I do that?

Step 1: Download the Transfer Request from the Transfers section.

Step 2: Complete all fields of the Request, sign it, and upload it in the Transfers section.

Step 3: We will send you the Portfolio Statement and wait to be contacted by the broker to whom you wish to transfer your portfolio. You will receive an email notification as soon as your instruments are transferred.