As transferring investments between different account types or account names would be considered a change of beneficial owner, one option would be to sell the holdings from one account and repurchase them with the other account.

We do also offer off-market transfers with a $40 processing fee per holding, which we will deduct from your account when the transfer has been completed. An off-market transfer form will need to be filled out for each ETF/share (see pg.2 for help with filling it out), please see attached.

We will also require a copy photo ID of all parties involved to supplement this. When you are ready, please reach out again and we will provide a secure link to upload your documents. 📎

We would advise you to obtain professional tax advice before proceeding to ensure that you get tailored advice based on your needs.

Please reach out to via help@pearler.com or our live chat when you're ready so we can provide a secure upload link and feel free to reach out if you have any other questions. 🤗