Switch to Firstrade, Get up to $200*

For a limited time only, Firstrade will rebate your account transfer fee charged by another broker for up to $200 when completing an account transfer of $10,000 or more in assets! Simply open a qualifying account online, or if you already have a Firstrade account, transfer and consolidate your assets from other brokers to Firstrade. Follow the instructions and complete the transfer fee rebate form below when the transfer process is complete. Why not Switch to Firstrade now!

How to Transfer to Firstrade:

• STEP 1: Open a new account or if you already have an existing account, download and complete Account Transfer Form.
• STEP 2: Attach a copy of the most recent statement from your broker.
• 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

How to Get Transfer Fee Back:

• STEP 1: After the account has been transferred, download and complete the Account Transfer Fee Rebate Form.
• STEP 1: Attach a copy of the statement from your previous broker indicating transfer fee.
• STEP 1: Email, Fax or Mail the above documents to Firstrade.

*Firstrade will rebate the account transfer fee charged by another brokerage for up to $200 per asset transfer. Multiple account transfers are acceptable as long as the initial transfer has at least $10,000 in total asset value (excluding mutual funds & fixed income products) and subsequent transfers to existing accounts must have at least $20,000 in total asset value (excluding mutual funds & fixed income products). Offer applies to new or existing regular and retirement accounts, and is not available for Partnership, Investment Club, and Corporate accounts. To receive credit, complete the Account Transfer Fee Rebate Form, and follow the submission instructions provided on the form. Submissions must be received within 60 days of transfer date. Credit will be deposited to your account within 30 days of receipt of Rebate Form and evidence of transfer charge. Void where prohibited; standard terms and conditions apply. Minimum account funding must be maintained for at least 12 months. These terms are effective starting 12/12/2011. Firstrade reserves the right at its sole discretion to terminate this offer without prior notice.