At this time, our platform does not support the transfer of any investment to another account.

Investments are illiquid until maturity (namely, the full distribution of the fund assets). Once an investment request is submitted, the investor is agreeing to the terms and conditions of holding the investment in the account owner’s name.

Should there be any life change events (e.g. divorce or death) please reach out to Allocate at irsupport@allocate.co to submit your request. You may be required to provide additional supporting documentation.

There may be other instances where an exception may be made, on a case by case basis, but we cannot guarantee your request will be granted.

Any account change request that is processed will be subject to the associated fund expense per each investment transferred to another account title.

Should you want to continue investing under a different account type or title, please contact us at irsupport@allocate.co and we will be happy to help you.