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Transfer an Account from another financial institution

It is now easier than ever to move your financial assets from another broker, bank, or mutual fund to Firstrade:

  • STEP 1: Download our Account Transfer Form and input your information. Review, Print and Sign the form.
  • STEP 2: Attach a copy of your most recent monthly statement from the institution you are transferring from.
  • STEP 3: Email, Fax or Mail the above documents to:

    Email: transfer@firstrade.com
    Fax: 1-718-961-3919
    Mailing Address:
    Firstrade Securities Inc.
    133-25 37th Avenue
    Flushing, NY 11354

This process usually takes about 7 business days. We will notify you by email and message box when the transfer is complete.   

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Transfer to us for Free

Get credit for the account transfer fee charged by other brokers, and start taking advantage of our premium products and online trading services when you transfer to Firstrade! Go

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Brokerage Products and Services offered by Firstrade Securities, Inc. - Member FINRA and SIPC.

Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, and other factors. An investor should understand these and additional risks before trading. Carefully consider the investment objectives, risks, charges and expenses before investing. All investments involve risk and losses may exceed the principal invested. Past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Firstrade is a discount broker that provides self-directed investors with brokerage services, and does not make recommendations or offer investment, financial, legal or tax advice.

Options trading involves risk and is not suitable for all investors. Options trading privileges are subject to Firstrade review and approval. Please review the Characteristics and Risks of Standardized Options brochure before you begin trading options.

Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund or ETF carefully before investing. Leveraged and Inverse ETFs may not be suitable for long-term investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. A mutual fund or ETF prospectus contains this and other information and can be obtained by emailing service@firstrade.com.

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, and contains information on our lending policies, interest charges, and the risks associated with margin accounts.

*Online market and limit stock trades are $6.95 for stocks priced $1 and above. Add $0.005 per share on the entire order for stocks priced less than $1.00. Online option trades are $6.95 plus 75 cents per option contract. See our Pricing page for detailed pricing of all security types offered at Firstrade.

Any specific securities, or types of securities, used as examples are for demonstration purposes only. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security.

System response and access times may vary due to market conditions, system performance, and other factors.

©2012 Firstrade Securities Inc. All rights reserved. Member FINRA/SIPC.