Firstrade has partnered with Capitalize to make it easier to roll over a 401(k), annuity, or other employer-sponsored retirement plan into your Firstrade account.
Steps to Get Started
Log in to your Firstrade account at www.firstrade.com (not available on the mobile app currently).
From the main menu, go to: Accounts > Deposit/Transfer > Account Transfer.
Select “Roll over your 401(k) to Firstrade.”
A new window will open, where Capitalize will guide you through the rollover process step by step.
What to Expect
The Capitalize tool will help you identify your current retirement account, complete the necessary paperwork, and coordinate the transfer.
You’ll receive updates along the way, so you’ll know the status of your rollover.
Need Assistance?
If you have questions during the process, our customer service team is here to help. Visit our Contact Us page to get in touch.