InvestorsHub Logo

Curt D

07/22/12 4:58 PM

#38235 RE: Running1 #38232

I copied this from the TD Ameritrade help section:

How do I transfer my account from another firm to TD Ameritrade?

Transferring your account to TD Ameritrade is quick and easy:

Open your account using the Online Application.

Once your account is open, you can complete a transfer using the External Account Transfer Wizard.

The name(s)/title on the account being transferred must match the name(s)/title on the receiving TD Ameritrade account.

After your transfer is complete, you can add or remove account owners on your TD Ameritrade account or establish other TD Ameritrade accounts with different titles which you can transfer between internally.