How do I transfer assets to ShareBuilder?
ShareBuilder accept transfers from other brokerages. If you would like to transfer in account assets (cash or securities) from another brokerage firm to ShareBuilder, you will need to complete the Transfer assets from another brokerage to ShareBuilder form. ShareBuilder does not charge a fee to transfer in from another brokerage firm. Transfers can only take place between like accounts (i.e. Individual to Individual, Roth IRA to Roth IRA) with the exact same account holder(s) name on each account. You may only transfer in securities that are eligible for trading at ShareBuilder. Please confirm your securities are eligible before sending your transfer paperwork. To complete your request to move assets to a ShareBuilder account, please follow the instructions below: • Navigate to Accounts > Forms & Applications (log in required). • Click on the Transfer assets from another brokerage to ShareBuilder link and print the form. • Fill out the form and mail it to: ShareBuilder Securities Corpo
