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ACAT account transfers and rollovers v1.0.0

Use this resource to process account transfers between financial institutions

New

  • 477 downloads
  • 115 likes
  • 106 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install account-transfer-processing

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent follows the lifecycle of an ACAT transfer, handles rejection codes and the FINRA Rule 11870 timelines, and prepares non-ACAT transfers. It also covers rollovers, estate transfers and final reconciliation. You get a step-by-step procedure and a checklist.

Mostly picked by

Updated November 2, 2026

Card for the “ACAT account transfers and rollovers” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

Similar resources

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What you get

  • SKILL.md: ACAT lifecycle, rejection codes and regulatory timelines
  • SKILL.md: non-ACAT transfers, rollovers and estate transfers
  • references/examples.md: detailed worked examples

Good fit for

  • An ACAT transfer has been rejected and you need the reason
  • You are rolling a retirement account over

Not for

    Tags

    • transfer
    • ACAT
    • rollover
    • accounts
    • reconciliation

    About

    You say

    “My ACAT transfer was rejected with an error code. What should I check before resubmitting it?”

    Card for the “ACAT account transfers and rollovers” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to process account transfers between financial institutions
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/examples.md14.1 KB
    • SKILL.md39.2 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/client-operations/skills/account-transfers
    Licence
    MIT

    Notice

    « account-transfers » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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