ShareBuilder accepts cash, stocks, exchange-traded funds (ETFs), mutual funds, and options from other brokers into your ShareBuilder account. Although we accept most securities, there are some that we don’t hold or allow to be transferred. But don’t worry, we’ll let you know if you enter a security that can’t be transferred and give you some options to keep your transfer on track. To get started on your transfer request, go to
Accounts > Overview > Forms & Applications (sign in required). Next to 'Transfer a non-ShareBuilder account to a ShareBuilder account,' click Start now.
Tip: After you create and print a pre-filled transfer form, you'll need to add your full Social Security number and
attach a statement from your other broker.