Account Transfers

Transfer or roll over an account from another firm

Select the accounts to transfer and receive assets

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.

Tell us what you're transferring

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.

Submit your request and send us your paperwork

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.

Transfer Between Accounts

Looking to transfer assets between your ShareBuilder accounts? No problem, we'll guide you through.

Start now

Rolling over a 401(k)?

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.