Hello, I want to transfer my assets from TDA to IB, mainly for lower margins. I'm just concerned, what would be the affect of some of my positions? Is there anything I should consider? I have some large unrealized gains, I want to make sure I can use multiple lot identification when I sell the shares on some of those gains because I bought more shares of this certain stock (GNW). Overall I have let's say roughyly $100k in stocks ($180k total with margin balance), and $80k in margin. I have some options (one spread on Google, some covered calls) I also have some pink sheets (Washington Mutual). Is there anything I should consider before doing this ACAT transfer or should it be smooth? Are there any tax reporting considerations? Thanks for your info.