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Get up to $100 Back!

Make a full transfer from your current broker(s) of at least $10,000 and we will reimburse their account transfer fee(s) up to $100.

Initiate Transfer

Send Statement

Get Reimbursed

Reimbursement Steps

Step 1:
Open a ToledoTrade account. If you already have a ToledoTrade account, please log in to the Client Portal.

Step 2:
You can fund your account during the application process or in the Client Portal under the Transfer & Pay > Transfer Positions menu. Choose Inbound Position as your transaction type, ACATS as your method, and fill out your broker and account information below. You can select Full transfer. The last step will be to enter your digital signature in the field provided. Once finished, click Continue.

Step 3:
Account transfers from other brokers take approximately 4-8 business days depending on your broker. Once the account has transferred you can get your Monthly PDF statement from your previous broker or a screen shot and fill out the form.

Step 4:
Once the account has transferred you can get your Monthly PDF statement  or a screenshot of your activity from your previous broker and fill out the form.

Complete this form after the transfer :

Enter your information:

Your ToledoTrade Username (required)

Your Email (required)

Please attached your statement or screenshot from your previous broker.
(Acceptable formats are pdf, jpg, gif and png - max 5mb)

Please type your signature (required)


Account Transfer Reimbursement Disclaimer

Account transfer reimbursement program award is available for eligible ToledoTrade clients. Receive up to $100 back of your previous broker’s transfer fee when you complete a full account transfer of at least $10,000. Client must submit their account statement or a screenshot showing their activity on the Account Transfer Reimbursement Promotion page to receive a reimbursement. Credit will be processed within five business days of receipt of acceptable paperwork. This offer is not available to accounts that have been previously closed or transferred out. This offer does not apply to Termination, Maintenance or IRA fees. This offer can be combined with other offers and can be used for multiple accounts but the maximum promotional award in any given calendar year may not exceed $599. Offer is not valid for employees of ToledoTrade or employees of other affiliated companies. ToledoTrade reserves the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.

See Why Our Clients Love Us*

I’m able to trade US stocks from NZ very inexpensively and they also have great software and great support. No complaints at all!

Lei Y
New Zealand
Rating : 5

I just started with ToledoTrade, and I was shocked at the service and pricing. The platform is user friendly and very custom to each trader’s needs. Much better than large companies.

John L
United States
Rating : 5

“High quality and high touch levels of support. Very responsive to any issues. No monthly platform or inactivity fees.”

Muzammil S
United Arab Emirates
Rating : 5

“Very patient and caring. Helps you with anything you need. Great place to do business!”

Mary K
United States
Rating : 5

“I highly recommend ToledoTrade! If it wasn’t for ToledoTrade I wouldn’t be where I am right now with my trading. They are very attentive to my needs and always go beyond what is expected of them. I highly recommend ToledoTrade.”

Jerry K
United States
Rating : 5

“You are recognized as a person at ToledoTrade. All questions are answered promptly and honestly. You will be a stress free investor.”

Kathie B
United States
Rating : 5

“ToledoTrade is simply the best broker. The commission fees that they charge for buying and selling stocks is very cheap. The trading app (Handy Trader) that they have is amazing. They provide excellent customer service. I truly recommend ToledoTrade for you.”

Fadi B
United Arab Emirates
Rating : 5
* Testimonials appearing on this site are not considered paid testimonials and are actual client submissions based on individual experiences or clients who have used our products and/or services. However, individual results vary and are not necessarily representative of all those who will use our products and or/services. These testimonials are in no way guarantees for future performance or success. The testimonials displayed are given verbatim except for correction of grammatical or typing errors. Some have been shortened. In other words, not the whole message received by the testimonial writer is displayed, when it seemed lengthy or or the entirety of the testimonial did not seem relevant for the general public. ToledoTrade is not responsible for any of the opinions or comments posted to our site.

ToledoTrade is a division of Gar Wood Securities, LLC, through which securities and futures are offered. Member FINRA | SIPC | NFA. Check the background of ToledoTrade, a division of Gar Wood Securities, LLC. on FINRA's BrokerCheck.

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The online broker where you can Trade at Cost or Trade as Low as $1.95. We are committed to traders and investors all over the world.

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(excluding market holidays)
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727.339.6868
727.339.6867
4355 Weaver Pkwy #320 Warrenville, IL 60555