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How do I transfer to Firstrade from a firm outside of the United States?

Updated over 10 months ago

Please ask your current broker if they participate in the ACAT, DTC or DWAC transfer system. Many international brokerage firms may have affiliations with a domestic U.S. transfer agent. If that is the case, we can accept the securities transfer.

ACAT Transfer:

ACAT transfers are initiated on our website under Accounts -> Deposit/Transfer -> Account Transfer.

DTC Transfer:

When initiating a DTC transfer, please provide the below information to the delivering firm:

Receiving firm name: Apex Clearing Corporation
DTC No.: 0158
Receiving account number: Your 8 digits Firstrade account number
Receiving account name: Client’s full name
Firstrade contact email address: [email protected]

To transfer out of Firstrade via DTC, complete the DTC transfer form which is available in our Forms Center on the Firstrade website.

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