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Transfer to Firstrade
There are many reasons for you to consolidate your financial assets to Firstrade:
- Manage your financial assets more efficiently.
- Enjoy some of the lowest commissions & fees in online investing.
- Intuitive website design and outstanding site performance.
- No minimum account balance requirements.
- Absolutely no hidden fees.
It is now easier than ever to move your financial assets from other institutions to Firstrade
- Transfer to an existing Firstrade account.
If you already have an account with Firstrade, use our Account Transfer Wizard to print and complete your Account Transfer Form, and send it by mail or fax to Firstrade along with a copy of your most recent monthly statement of the institution you are transferring from.
- Transfer to a new Firstrade account.
If you would like to transfer your financial assets into a new Firstrade account, complete our Online Application. When asked how you wish to fund your account, select 'transfer an account from another institution'. Print, complete and mail or fax the required forms to Firstrade along with a copy of your most recent monthly statement of the institution you're transferring from.
Note: To transfer assets from an individual account to a joint account, or from a joint account to individual account, please complete and sign the Transfer Letter of Authorization.
The transfer process usually takes about 7 business days. We will notify you by email and via your Message Box (appears after you login) when the transfer is complete. Mutual fund transfers may take up to 30 days.
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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 services when you transfer to Firstrade!
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