Can I transfer funds or positions internally from an individual account to a joint account?

Yes, it is possible to transfer funds or positions internally from an individual account to a joint account. However, please note that this type of transfer can only be done on an exceptional basis and is a completely manual process. In order to request an internal transfer from an individual to a joint account, log in to Client Portal/Account Management and submit your request in the Message Center via webticket. Please note it may take several weeks to complete.

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