How Edale Works

If you live outside the US and you want to move an old employer 401(k) into an IRA, the money usually doesn’t “move electronically” in a neat straight line. In many cases it becomes cash inside the 401(k) first, then it’s sent out via a controlled payment method (often a cheque), and only then does […]

An ACATS transfer (Automated Customer Account Transfer Service) is a standard set of “rails” used to move investments from one brokerage/custodian to another without you having to sell everything and start again. Think of it like switching banks, but for your shares, funds, ETFs, and cash. There are two sides to every transfer: Step-by-step: what