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Transfer to Firstrade for Free
Get credit for the account transfer (ACAT) fee* from other brokers and start taking advantage of our premium products and services when transferring your account to Firstrade.

For a limited time only, Firstrade will rebate your account transfer fee charged by another broker for up to $100 when completing a full ACAT account transfer of $25,000 or more! Simply open a qualifying account online, transfer your assets from your previous broker to Firstrade following the instruction provided, then complete the form below when the process is complete. Move to lower commissions and higher standards.


Launch the Online Account Transfer Wizard.
(or you may use the PDF Adobe PDF Account Transfer Form.)

Download the Adobe PDF Account Transfer Fee Rebate Form.





* Firstrade will rebate your account transfer fee charged by another broker up to $100 when completing a full ACAT account transfer for $25,000 or more. Offer applies to new accounts first time funding only, and is not available for Retirement, Coverdell ESA, 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. Submission must be postmarked within 90 days of account opening. Credit will be deposited to your account within 60 days of receipt of Rebate Form and evidence of charge. One offer per person, void where prohibited; standard terms and conditions apply. Minimum account funding must be maintained for at least 9 months. Offer ends 6/30/08; we reserve the right at our sole discretion to terminate this offer without prior notice.

 

 
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