How do I transfer assets from one ShareBuilder account to another?
At ShareBuilder it is possible to transfer funds from one ShareBuilder account to another. Please be aware that it is not possible to transfer stocks from individual, joint, or custodial accounts into an IRA or ESA. If you would like to transfer assets between ShareBuilder Traditional and Roth IRAs, you will need to complete a conversion. To transfer funds, follow the instructions below: • Navigate to Accounts > Forms & Applications (log in required). • Click on the Transfer assets between ShareBuilder accounts link and print the form. • Complete the form and be sure it is signed by all account holders of the originating account. Your signature must be verified by Notarization or Medallion Signature Guarantee. • Mail form to: ShareBuilder Securities Corporation PO Box 1728 Bellevue, WA 98009-1728 ShareBuilder does not charge a fee for completing a transfer from one ShareBuilder account to another. Note: Please be aware that the Gain & Loss Tracker will not automatically update to refle
