Download and complete the Inter-Account Transfer Form:
NOTICE: We may transfer money from one trading account
to another if both of them belong to the same trader, only.
Inter-Account Funds Transfers are only possible if both accounts are in
the same base currency. No funds transfers from one account to another
made via telephone requests are accepted.
Transferring Funds Between your CMS Account and an Account at Another Brokerage:
To request a transfer of funds from your CMS account to another brokerage, please open the Withdrawal Request form and submit it according to the instructions.
In the section entitled "Your Bank Information," please indicate the
full bank information for the brokerage that will be receiving the
funds. You should indicate the following as the Beneficiary Name:
"(Brokerage Name) - For Further Credit to (Your Name)."
To request a transfer of funds from another brokerage to your CMS
account, please file a request for withdrawal of funds with that
brokerage. In the "Bank Information" section on their request form,
please indicate CMS' full bank information. You should indicate the
following as the Beneficiary Name: "Capital Market Services, LLC - For
Further Credit to (Your Name)."