How do I transfer my account to Firstrade?
If you are transferring from another firm, you will need to complete a transfer form. Use our Account Transfer Wizard to print and complete your Account Transfer Form, and send it to Firstrade along with a copy of your most recent statement from the account you are transferring. You may also print and complete the PDF form from our Forms Center.The transfer normally takes 7 business days to complete from the time we receive your completed transfer form. Some mutual funds may take longer to transfer.
If you are transferring from another firm, you will need to complete a transfer form. Use our Account Transfer Wizard to print and complete your Account Transfer Form, and send it to Firstrade along with a copy of your most recent statement from the account you are transferring. You may also print and complete the PDF form from our Forms Center. The transfer normally takes 7 business days to complete from the time we receive your completed transfer form. Some mutual funds may take longer to transfer.
