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account-transfers

Process and manage account transfers between and within financial institutions.

Skill by JadeGate

IndexedLicense unknown★ 1
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Install

Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install skill/jadegate-account-transfers

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

Process and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers, troubleshooting ACAT rejection codes or FINRA Rule 11870 timeline issues, setting up non-ACAT transfers like mutual fund direct transfers or DTC free deliveries, processing internal journal entries to move assets between accounts, handling retirement account rollovers or Roth conversions with proper tax reporting, managing estate transfers with cost basis step-up and date-of-death valuations, reconciling assets after transfer completion including residual credits and fractional shares, coordinating multi-account household transfers across different account types, or building transfer tracking dashboards and client communication workflows.

Use cases: finance

Reviews

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Permissions

What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.

Tools
No tools found
Secrets
None asked for
Install scripts
None found

Network hosts it talks to 1

  • codeload.github.com · found in install command

Files it touches

  • ~/.claude/skills/account-transfers

What's inside

Skill name
account-transfers
Description
Process and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers, troubleshooting ACAT rejection codes or FINRA Rule 11870 timeline issues, setting up non-ACAT transfers like mutual fund direct transfers or DTC free deliveries, processing internal journal entries to move assets between accounts, handling retirement account rollovers or Roth conversions with proper tax reporting, managing estate transfers with cost basis step-up and date-of-death valuations, reconciling assets after transfer completion including residual credits and fractional shares, coordinating multi-account household transfers across different account types, or building transfer tracking dashboards and client communication workflows.
License
unknown
Instructions
348 lines in SKILL.md · view on GitHub

Files (1)

  • SKILL.md

The license isn't open source, so the instructions aren't shown here. Read SKILL.md on GitHub

More from JadeGate/jadegate

Signals

Stars
1
Forks
1
Open issues
0
Last commit (this folder)
Apr 20, 2026 (6 months ago)

From GitHub (fetched Oct 24, 2026).

Details

License
License unknown
Repository
github.com/JadeGate/jadegate
Website
jadegate.io
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Source
GitHubgithub-graphql

More from JadeGate

Cite this page

account-transfers skill. Agent Mart. https://agentmart.dev/skills/jadegate-account-transfers (last updated 2026-10-24)