account-transfers

account-transfers is a Bookkeeping & accounting skill for AI agents, published by JoelLewis in the finance_skills repository on GitHub. Skillspace rates account-transfers C (74/100) and it passed the safety scan; the rating is based on static analysis only.

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 timelines, setting up non-ACAT transfers (Fund/SERV, DTC free delivery, physical certificates), processing internal journal entries, handling retirement rollovers or Roth conversions with proper tax reporting, transferring cost basis under IRC Section 6045A, moving decedent assets to beneficiaries with date-of-death step-up, or reconciling residual credits and fractional shares after transfer completion.

Grade
C
Quality
74 / 100
Safety
Passed
GitHub stars
151

Unproven: rated by static analysis only, not yet compared head-to-head.

This rating describes the version of the repository we crawled; it may have changed since, so go by its current files.

View source on GitHubJoelLewis/finance_skills

Our review

Architecture
99 / 100
Maturity
Structured: ships references or scripts
Security scan
No issues found
License
MIT
Adoption
Adopted by 0 other repositories, in 0 collections

Not checked yet

  • Not judged on the rubric yet (not a contender in its category)
  • No blind task eval yet
  • Scope (portable / vendor / repo-internal) not assessed; only the top of each category is read for scope
  • Sibling files (scripts, references) not fetched; security scan covers SKILL.md only

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