Welcome to the Firstrade Account Transfer Wizard, the easiest and most efficient way to transfer your assets to your Firstrade account. Simply complete the wizard, print out the form, attach your latest statement and fax the documents to Firstrade. We will make every effort to expedite your transfer request.

The transfer process usually takes about 7 business days, depending upon the institution from which you are transferring. We will notify you by email and via your Message Box (appears after you login) when the transfer is complete. Certain mutual fund transfers may take longer.