Can I transfer securities to or from my TreasuryDirect account?

Asked a year ago
Yes, you can transfer securities to or from your TreasuryDirect account. TreasuryDirect allows investors to transfer marketable securities such as Treasury bills, notes, bonds, and savings bonds. To transfer securities into your TreasuryDirect account, you would need to initiate an Automated Customer Account Transfer (ACAT) from your current broker or financial institution. Detailed instructions for initiating the transfer are provided on the website. On the other hand, if you want to transfer securities from your TreasuryDirect account to another financial institution, you can submit a request through TreasuryDirect's online interface. However, it's important to note that savings bonds and marketable securities are transferred separately, and different procedures may apply. The website offers extensive guidance and resources to assist you throughout the transfer process.
Christian Allen is the editor / author responsible for this content.
Answered May 3, 2024

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