Are there any assets that cannot be transferred in-kind? Yes, the following assets cannot be transferred in-kind: Bonds Guaranteed Investment Certificates (GICs) Securities that trade over-the-counter (OTC) Related articles How do I transfer an account? Can clients transfer over assets in-kind? How long does it take for transfers to be completed? When is note-taking required and what is considered compliant note-taking? Can my client have more than one sub-advisor? Comments 0 comments Article is closed for comments.