Can I transfer stocks, ETFs, and bonds between my Totality private account and my joint account or my Corporate/Trust/SMSF account?
Account holders can transfer stocks and securities between accounts registered under the same name.
Important Restrictions
- The following transfers are considered third-party transfers and are not permitted:
-Personal account to joint account, or vice versa.
-Personal account to corporate account, or vice versa.
-Joint account to corporate account, or vice versa.
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