Transfer a Traditional or Roth IRA
Transferring your Traditional or Roth IRA to Firstrade is fast and easy by using our 1-Click Transfer tool.
Current Firstrade customers can login to the account via the mobile app or website. The typical processing time is 4-6 business days to complete.
Rollover a 401(k)
To Rollover a 401(k) to Firstrade, take a look at our guide for how to rollover a 401(k).
IRA Transfer Form
If the delivering brokerage firm does not participate in ACAT transfer system, you may download and complete a transfer form which is located in our Form Center. Please provide a copy of the most recent statement from the delivering brokerage account along with the completed transfer form.
This type of transfer may take between 10 to 15 business days to complete.