Can I transfer stocks, ETFs, and bonds between my Totality private account and my joint account or my Corporate/Trust/SMSF account?

Totality does not accept 3rd party transfers. To meet our anti-money laundering obligations, deposits must be made from a bank account held in the same name as your Totality account. If the name on the originating bank account does not match your Totality account name, the deposit may be rejected or returned.

Third-Party bank accounts are not accepted

Totality Individual Accounts: Deposits must originate from a bank account held in the individual's name.

Totality Joint Accounts: Deposits must originate from a bank account held by the same joint account holders as the Totality account. Deposits from an account held by only one of the joint account holders are not accepted.

Totality SMSF Accounts: Deposits must originate from a bank account belonging to the SMSF. The bank account must reflect the same SMSF and trustee structure recorded during onboarding. For SMSFs with a corporate trustee, the bank account name should include the corporate trustee and the SMSF name.

Totality Trust Accounts: Deposits must originate from a bank account belonging to the trust.

Totality Corporate Accounts: Deposits must originate from a bank account held in the name of the corporate entity.

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