Start by telling us about the account you are transferring in or rolling over. We'll help you pick the right ShareBuilder account to avoid any snags.
Let us know what you're bringing to ShareBuilder. Cash, stocks, mutual funds, options? We'll guide you through and help you complete your transfer request without any hiccups.
Where necessary, print out the transfer or rollover form, add your signature and send it to us. Don't forget to include a statement from your other broker. You can fax it, overnight it, or send us your paperwork via snail mail.
Looking to transfer assets between your ShareBuilder accounts? No problem, we'll guide you through.
Need help in figuring out which IRA account would be a good fit for your 401(k)? Check out our Retirement tab for more details.
Banking services are provided by Capital One 360, a division of Capital One, N.A., member FDIC.
Securities products are offered by Capital One Investing, LLC, a registered broker-dealer and Member FINRA/SIPC. Advisory services are provided by Capital One Advisors, LLC, an SEC registered investment advisor. Insurance products are offered through Capital One Agency LLC. All are subsidiaries of Capital One Financial Corporation.
ShareBuilder and Capital One ShareBuilder are marketing names for Capital One Investing, LLC. ShareBuilder 401k and ShareBuilder Advisors are the marketing names for Capital One Advisors, LLC.
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Securities and services are: Not FDIC insured · Not bank guaranteed · May lose value · Not a deposit · Not Insured by any Federal Government Agency