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How do I transfer an IRA out of Firstrade?

To transfer a Firstrade IRA to another U.S.-based financial institution, the transfer must be initiated by the receiving firm. Firstrade supports both ACATS and non‑ACATS IRA transfers.

IRA Transfer Fees

ACAT Transfers

  • Full transfer: $50

  • Partial transfer: $55

Non‑ACAT Transfers

  • Full transfer: $75

  • Partial transfer: $55

  • Additional delivery fees may apply (for example, $25 for wire or $50 for overnight check).

Partial transfers must leave:

  • At least $550 in total account value

  • At least $55 in cash

If these requirements are not met, a full transfer must be requested.

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