INVESTMENTS MOVE
Streamline
asset transfers.
Unlock growth.
Investments Move automates manual tasks in asset transfers like ACATS and ATON—helping reduce rejections and speed up settlements.
Trusted by
Powered by the industry's
top linking platform
Digital low-friction flow
Plaid’s trusted account linking lets you transfer brokerage accounts in just a few clicks—minimizing time-consuming manual steps.
Broker-sourced data
Retrieve the most complete and accurate data from the highest quality source—the brokerages themselves.
More successful transfers
Improve conversion and transfer success rates with a streamlined user experience, flexible fallback scenarios, and accurate, verified data.
Automate data collection and verification
Customers link their brokerage accounts directly from your app or website using Plaid—unlocking secure, consumer-permissioned access to account data from thousands of financial institutions.
Instantly verify accounts
Match user-provided info with data provided by the sending brokerage—reducing rejections and blocking fraud.
Instantly verify accounts
Match user-provided info with data provided by the sending brokerage—reducing rejections and blocking fraud.
Account-level metadata
Access verified account details—like full account numbers, DTC codes, balances, and more—directly from the source for greater accuracy.
View API docsAccount-level metadata
Access verified account details—like full account numbers, DTC codes, balances, and more—directly from the source for greater accuracy.
View API docsDetailed holdings information
Support full and partial transfers with clean, standardized security data—like tickers and CUSIPs—for every holding your users move.
Detailed holdings information
Support full and partial transfers with clean, standardized security data—like tickers and CUSIPs—for every holding your users move.
Plaid helps us deliver the seamless asset transfer experience our customers expect, resulting in three times more successful asset transfers and accelerating our growth in assets under management.
Colton Slavin
Product Manager
Reduce rejections. Grow assets under management.
Prevent errors to
boost settlement rates
Plaid’s secure, digital approach to asset transfers removes manual errors—boosting settlement rates, reducing complaints, and growing assets under management.
Make asset transfers more efficient by removing friction and guesswork
Reduce rejection rates with verified, broker-sourced data
Cut support costs by removing manual flows and transfer errors
Speed up assets under management growth with a seamless, trusted digital linking experience
Prevent errors to
boost settlement rates
Plaid’s secure, digital approach to asset transfers removes manual errors—boosting settlement rates, reducing complaints, and growing assets under management.
Make asset transfers more efficient by removing friction and guesswork
Reduce rejection rates with verified, broker-sourced data
Cut support costs by removing manual flows and transfer errors
Speed up assets under management growth with a seamless, trusted digital linking experience
Handle any transfer with
flexible fallback options
Ensure customers can always complete their investment transfers smoothly, even when direct brokerage connections can’t provide a full account number.
Plaid dynamically supports institutions using data provided by customers and brokerages
If the full account number isn’t available, users can enter it manually so Plaid can verify the last four digits with their institution
If an institution isn't supported, Plaid enables manual data entry and enriches securities—so you can still support every transfer
Handle any transfer with
flexible fallback options
Ensure customers can always complete their investment transfers smoothly, even when direct brokerage connections can’t provide a full account number.
Plaid dynamically supports institutions using data provided by customers and brokerages
If the full account number isn’t available, users can enter it manually so Plaid can verify the last four digits with their institution
If an institution isn't supported, Plaid enables manual data entry and enriches securities—so you can still support every transfer
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