ustomer Account Transfer Forum 2026
A financial industry forum focused on account and asset transfers, including process modernization, fraud prevention, partnerships, policy, and technology.
- Date
- November 4, 2026
- Location
- Charleston, SC
TL;DR
- The 2026 forum starts November 4 in Charleston, South Carolina.
- The program addresses ACATS modernization, fraud mitigation, industry partnerships, policy priorities, and new technology.
- The audience includes operations and technology professionals from financial institutions and firms involved in account and asset transfers.
- Collaborative sessions and networking are also included.
Who you'll find in the room
ops and tech professionals
brokerage firms
banks
asset managers
service providers
clearing firms
Partners on record
1 listedQuestions people ask
5 answeredThe forum starts November 4, 2026.
The forum is held in Charleston, South Carolina.
The audience includes operations and technology professionals from brokerage firms, banks, other financial institutions, and industry partners involved in account and asset transfers.
It may be useful for people working on account-transfer operations, technology, fraud prevention, or related industry policy; compare the published program with your work priorities.
Attendees at securities industry operations forums usually wear business casual, such as slacks and collared shirts or blouses, with a blazer for the sessions and a lighter touch for Charleston's mild early November weather.
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