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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