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Position Instruction

Trading Term

An optional set of reusable information for partial ACATS, partial ATON and FOP position transfers. If you select one of these types of position transfers on the Transfer & Pay > Transfer Positions menu in Client Portal, you have the option of creating a new Position Instruction or using an existing Position Instruction. When you create a new instruction, you are not actually transferring any assets; you must begin a new position transfer and choose to use the saved instruction.

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