How do I transfer assets from one TD AMERITRADE account to another?
To transfer assets between TD AMERITRADE accounts, please complete the online Internal Account Transfer Form. IRAs have certain exceptions; please contact TD AMERITRADE for more information. Your completed form must include both account numbers and a detailed description of the assets to be transferred (such as the exact amount of cash and/or number of shares of each security you wish to transfer). If you wish to transfer everything in the account, specify “all assets.” The form must be signed and dated by all account owners of the delivering account (the account the funds are being transferred from). However, if a debit balance is part of the transfer, the receiving account owner signature(s) also will be required. All contributions to an IRA must be made in cash, and you must include a completed IRA Deposit Slip with your form. Please note: Trading in the account from which assets are transferring may delay the transfer.
