Skip to main content
Move holdings from another broker into your Capital AI brokerage account.
  1. Click Deposit, then Brokerage.
  2. On Connect Account, choose:
    • Connect automatically: sign in to your broker and we read the account for you.
    • Transfer manually: enter your broker’s DTC number and your Account number, then click Continue.
  3. On Transfer Type, choose:
    • Full transfer: everything in the account. It may be rejected if you hold assets that can’t be transferred.
    • Partial transfer: only the positions you pick. Available when you connected automatically.
  4. On Review, check the broker, account number and what’s moving, then click Submit transfer.
You’ll see We received your request. Transfers usually complete in 5–7 business days, and we’ll email you along the way. From code: list and start brokerage transfers.