Can I transfer part of an existing account or multiple accounts to my Fool Wealth portfolio?

Yes. As a part of the ACATS (Automated Customer Account Transfer Service) funding process—which allows investors to move assets from one brokerage firm to another—you will be able to choose full or partial transfer of your positions.

We strongly discourage clients from transferring restricted securities into their Fool Wealth portfolio account(s). Our asset-based fee will continue to accrue and be payable with respect to securities you restrict in your portfolio.

If you do not have an account with Interactive Brokers or Schwab already, you will need to transfer your account before we can start managing it for you. You can find instructions on funding your account here.

Additional information about our approved custodians can be found on our Custodian Comparison and FAQ page.