![]() If you plan to hold on to the open positions and transfer them to your new alternative account, you would need to contact your new financial institution to initiate the Transfer of Assets (TOA). Once settled, you can wire the balance cash into your bank account. ![]() If you are holding onto equities or options with open positions, you can opt to close the positions, wait for 2 business days for settlement to take place. If your account contains only cash, you can request a wire transfer for the cash to be withdrawn into your bank account. It is not automatic, so do spare some time to go through the full process here.įor those who do not qualify as an AI, your next course of action would be to search for an alternative.īut before that, your most immediate concern would be: What to do with your assets on Thinkorswim? ![]() You will need to take some actions and provide supporting documents on your end in order to convert to an Accredited Investor.
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