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How do I transfer an account from another broker?

The best way for US account holders to request an account transfer from another broker is through an Automated Customer Account Transfer Service (ACATS) transfer. Please complete the following steps to request an ACAT transfer:

  1. Login to Client Portal and go to the Transfer & Pay > Transfer Positions menu.
  2. Choose Inbound Position as your transaction type, ACATS as your method, and fill out your broker and account information below. You can select either a Full or Partial
  3. Click Continue and follow the prompts on screen.
  4. The last step will be to enter your digital signature in the field provided. Once finished, click Continue
Accounts transfers from other brokers take approximately 4-8 business days depending on your broker. 

Jason Toledo

Jason brings more than 15 years of experience in online trading. Prior to starting ToledoTrade in 2019, Jason held senior and executive level positions at Scottrade, OptionsHouse and Zacks Trade. Jason is passionate about educating self-directed traders and is a leader and expert in the online trading industry.