Firstrade

The name and account number of  your existing brokerage firm.

A matching account – the account type of your existing brokerage account must match with your Firstrade account.

- The name and account number of  your existing brokerage firm.
- A matching account – the account type of your existing brokerage account must match with your Firstrade account.

___________________________________________________________

Tap the Account icon in the bottom right corner.

Tap Transfer My Account and complete the transfer form.

Check the box to agree to the terms and conditions.

1. Tap the Account icon in the bottom right corner.
2. Tap Transfer to Firstrade.
3. Tap Transfer My Account and complete the transfer form.
4. Tap Preview.
5. Check the box to agree to the terms and conditions.
6. Tap Submit.

Go to Accounts → Deposit/Transfer.

Enter your existing brokerage firm name and account number.

1. Login to your Firstrade account.
2. Go to Accounts → Deposit/Transfer.
3. Click the tab Account Transfer.
4. Enter your existing brokerage firm name and account number.
5. Click Preview.
6. Check the box to agree to the terms and conditions.
7. Click Submit.

What should I do before transferring my account to Firstrade?

You must have an existing account before you initiate a brokerage transfer. If you are a new customer, please enter your transfer request 1 business day after opening your account. The cost basis for transferred positions are updated within 2-5 business days.

During the transfer period, what should I pay attention to? How long does the transfer process usually take?

The process of switching brokerage accounts normally takes 4-6 business days to complete from the time we receive your online request. During this period, your original brokerage account may still show your stock positions. If you place any trades during this period, it may delay your account transfer.

Do I need to pay any fees to transfer my account?

Firstrade does not charge any fees for incoming transfers. If your existing brokerage firm charges an account transfer fee, please inquire about our Transfer Rebate offer.

If my existing brokerage firm is not ACATs eligible, what should I do?

If you are transferring from a brokerage firm that is not ACATs (Automated Customer Account Transfer Service) eligible, please use our Account Transfer form to submit your request manually. This can be found in our Form Center. 

1. What should I do before transferring my account to Firstrade?
 You must have an existing account before you initiate a brokerage transfer. If you are a new customer, please enter your transfer request 1 business day after opening your account. The cost basis for transferred positions are updated within 2-5 business days.
 
2. During the transfer period, what should I pay attention to? How long does the transfer process usually take?
 The process of switching brokerage accounts normally takes 4-6 business days to complete from the time we receive your online request. During this period, your original brokerage account may still show your stock positions. If you place any trades during this period, it may delay your account transfer.
 
3. Do I need to pay any fees to transfer my account?
 Firstrade does not charge any fees for incoming transfers. If your existing brokerage firm charges an account transfer fee, please inquire about our Transfer Rebate offer.
 
4. If my existing brokerage firm is not ACATs eligible, what should I do?
 If you are transferring from a brokerage firm that is not ACATs (Automated Customer Account Transfer Service) eligible, please use our Account Transfer form to submit your request manually. This can be found in our Form Center.

What you'll need:

Mobile App

Web

Transfer FAQs