Fund Your Account

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:

What you'll need:

  • The name and account number of  your existing brokerage firm.
  • A matching account – the account type of your existing brokerage account must match with your Firstrade account. If you don’t already have a matching Firstrade Account, please open an account first.

Click here to start the transfer!

This process usually takes about 5-7 business days. We will notify you by email and message box when the transfer is complete.

Note: If you are transferring from a financial institution that is not Automated Customer Account Transfer Service (ACATS) eligible, please click here to submit your request manually.


Transfer between Firstrade Accounts - Internal Transfers

To move your financial assets between your Firstrade accounts:

  • STEP 1: Fill and sign an Internal Transfer Form
  • STEP 2: Notary is required for third party transfers if the Firstrade account entitles are different.
  • STEP 3:Online Document Upload, Email, Fax or Mail the above documents to:

    Online Document Upload: Please upload completed form via the Form Center after logging into your Firstrade account, click on Customer Service -> Form Center -> Upload Form
    Email: transfer@firstrade.com
    Fax: 1-718-961-3919
    Mailing Address:
    Firstrade Securities Inc.
    30-50 Whitestone Expwy.
    Ste. A301
    Flushing, NY 11354


Transfer between Firstrade Accounts - IRA contribution

Transfer funds from your Cash/Margin Account to your IRA account as an IRA contribution.

  • STEP 1: Fill and sign an IRA Contribution Form, or SIMPLE IRA Contribution Form.
  • STEP 2:Online Document Upload, Email, Fax or Mail the above documents to:

    Online Document Upload: Please upload completed form via the Form Center after logging into your Firstrade account, click on Customer Service -> Form Center -> Upload Form
    Email: transfer@firstrade.com
    Fax: 1-718-961-3919
    Mailing Address:
    Firstrade Securities Inc.
    30-50 Whitestone Expwy.
    Ste. A301
    Flushing, NY 11354


Special Offers

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

Live Chat

Want to speak with someone regarding basic questions in real-time? Try our interactive live chat service. One of our representatives can provide assistance with your inquiries. Go