Introducing Investments Move: A better way to transfer assets and grow AUM

Introducing Investments Move, a new product designed to streamline the process of transferring investment holdings between financial accounts without selling securities and incurring taxes. Already used by fintech brokerages like Robinhood, Frec, and Public, Investments Move employs Plaid's account linking experience familiar to over 100 million consumers. It simplifies the data collection process for Automated Account Clearing and Transfer Service (ACATS) in the US, reducing manual processes, increasing conversion rates, and decreasing support tickets. By providing source-of-truth data from brokerages on both sides of a transaction, Investments Move allows companies to take action to stop rejections before they happen, leading to more assets under management over time.