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Can I transfer stocks from a stock plan account or ESPP to Firstrade?
Can I transfer stocks from a stock plan account or ESPP to Firstrade?
Updated over 3 months ago

Yes. To transfer securities from a stock plan account to Firstrade, it is necessary to request a DTC transfer at the delivering firm. Please provide the below information to the delivering firm when initiating the transfer.

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]

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