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Frequently Asked Questions

How do I transfer assets from an existing account at another firm?

WR Hambrecht + Co: Frequently Asked Questions
To transfer an account, complete the online account transfer form and send us a copy of your most recent statement and we’ll take care of the rest. For more information about the process, see Understanding the Brokerage Account Transfer Process.
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Can I transfer an existing account from another firm to Efutures?

Efutures FAQ
Yes. You can transfer an existing account from another brokerage firm to Efutures by completing a transfer form. During the online application process, you will be asked if you are transferring. When you select "yes", you will be prompted to print the transfer form. After completing the transfer form, fax or mail it to us and we will take care of the rest. The transfer of cash and positions usually takes about five business days.
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Can I transfer assets from an existing UGMA/UTMA custodial account to a NextGen Account?

NextGen College Investing Plan under Section 529
If you have established a custodial account for a child under the Uniform Gift/Transfer to Minors Act (UGMA/UTMA), you may be eligible to liquidate those assets and deposit the proceeds into a NextGen Account. Certain restrictions may apply. See the Program Description in the Enrollment Kit for more complete information. You may be able to roll over assets from another qualified tuition program or an Education IRA to a NextGen Account.
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How can I transfer my account from another firm?

FAQs.
For Hong Kong stocks, you can give a written instruction to the firm you are transferring from, the stock list and settlement date. For North American stocks, you can simply complete an "Authorization To Transfer Account" form and return the signed form to us together with a copy of the latest statement from your broker. To obtain the form and more information, please call our Investment Service Centres in Hong Kong at (852) 2902 3888 and in Singapore at (65) 6327 2288.
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Can I transfer an account from another firm to CFOS?

CFOS/FX Commodity Futures & Options Broker FAQs
Yes. Simply complete a transfer request form and the CFOS new account form - we will handle the rest. There are no administrative costs charged by CFOS.
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How do I transfer assets from one TD AMERITRADE account to another?

FAQs: Transferring an Account - TD AMERITRADE
Transferring assets between TD AMERITRADE accounts requires an internal transfer form. IRAs have certain exceptions; please contact TD AMERITRADE for more information. Your completed form must include both account numbers and a detailed description of the assets to be transferred (such as the exact amount of cash and/or number of shares of each security you wish to transfer). If you wish to transfer everything in the account, specify "all assets.
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Can I transfer an existing account?

Tiger Financial
Absolutely! Simply fill out the account transfer forms found in the application booklet and return it along with your new account application.
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Liberty Alarm Services, LLC | Reliable & Affordable Home...
Yes. To have an existing account transferred into another person's name, please contact our Customer Service Representatives via telephone or email
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Can I transfer an existing account to GO FUTURES?

Go Futures
Transfer form and instructions are available if you choose to open your account on-line electronically (for immediate access) or via the standard printable or mailed account documents. Simply fill out the electronic or printed transfer form and all open positions and cash balances will transfer to GO FUTURES.
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How can I transfer my account from another brokerage firm to BOOM?

Boom Securities - Common Questions | Open Account
Simply instruct your broker to transfer your portfolio/assets to BOOM. Please refer to Securities Deposit and Withdrawal for more details.
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Can I transfer part of my account from PennTrade to another brokerage firm?

PennTrade - online trading from Pennaluna & Company
Yes. We must ask that you initiate the outgoing transfer by contacting the other brokerage firm (the "receiving firm"). If the transfer can be done via ACAT (Automated Customer Account Transfer service) then the receiving firm will submit your transfer electronically, which is the quickest.
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How do I transfer my account from another firm to TD AMERITRADE?

FAQs: Transferring an Account - TD AMERITRADE
If you have not established the TD AMERITRADE account to which you want to transfer another account, you can open a new account using the online application. This will take you to a step-by-step tutorial that will help you complete your transfer request. If you've already established your TD AMERITRADE account, you must complete a TD AMERITRADE account transfer form.
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Can I transfer to and from any account?

Harrington Online Banking Frequently Asked Questions
Account transfers are allowed to and from personal checking, NOW, savings, and money market accounts for which you are an authorized signer on the account. You cannot transfer funds from an installment loan or line of credit (with the exception of home equity loans), or from or into a certificate of deposit or IRA. Funds transfers into loans or lines of credit will be credited as payments.
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Can assets from another state's college savings program be transferred into an existing account?

Frequently Asked Questions About 529 Plans
Yes. Rollover balances from another state's program are accepted. The account owner must complete a new account application along with a Rollover Request form. One rollover per account is allowed without a change in beneficiary per 12-month period. However, there are no restrictions on the number of rollovers allowed when changing beneficiaries at the same time. Yes.
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Can I transfer an existing domain name to your servers?

Domain Hosting FAQs - Hosting and Domain Name Registration -...
Yes, just be sure to specify that you are requesting a transfer and NOT a new domain. You should keep the service with your current provider while waiting for InterNIC to complete the transfer process. We will provide you with a temporary IP address so you can mirror the site on our server. All email and web pages will still be accessed from your current site. When InterNIC announces the completion of the transfer there is a 72 hour propagation period where visitors could go to either site.
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Can I transfer an existing account to FARR FINANCIAL?

FARR FINANCIAL INC
With your account documentation, you will receive a transfer form along with instructions on filling out the transfer form. Simply fill out the transfer form and all open positions and cash balances will transfer to FARR FINANCIAL. Please contact a Farr Financial representative if you have any questions about transferring your account.
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Can I transfer my existing account to Paragon Investments, Inc.?

Paragon Investments : Frequently Asked Questions (FAQS) : Fu...
Yes. When completing an account application, simply complete the Transfer Request Form and we will handle the rest â?" without any additional charges!
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What if I want to transfer an existing account from another broker?

International Futures Group - An Online Commodity & Futures ...
If you have an existing account with another broker that you would like to move to International Futures Group, we can easily facilitate such a transfer. Included in the account forms is a transfer form. Complete the transfer form along with the entire account form and fax to [our fax number]. The transfer process will take three to five business days.
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Is paperwork required to transfer my existing annuity assets to the new mutual fund program?

Henrico County Public Schools: FAQs
Yes. You can obtain the required paperwork from the information packets provided at the employee meetings. You may also access the Annuity Conversion Form from the ePrint section on the home page.
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When can a couple transfer income and assets?

Frequently Asked Questions - Division of Assets on Spousal I...
No transfers should be made until all of the paperwork has been completed and the amount of income and resources that the at-home spouse can keep is determined. In some cases, transfers made prior to coming to SRS can jeopardize Medicaid eligibility. Always seek prior approval from SRS before transferring any resources or income.
Related Questions

Can I add a name to my existing account?

Frequently Asked Questions :: American Morgan Horse Associat...
Owner names in existing accounts are permanent. Adding a name to an account would change the ownership history of a Morgan. AMHA does not allow a name to be added to an account. A new account must be established, and the Morgans in that account transferred to this new account, if that is what is desired. Please read "What's In a Name." Your membership name is very important information.
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Can we have more than one firm administrator account for our firm?

Minnesota State Board CPE Requirements
Yes. Contact the MNCPA Professional Development Department (952-831-2707) to set-up a second firm administrator account. All employees of your organization will be notified that a second account has been requested and who will have access to their records.
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Can I transition existing assets into the UMA?

Overlay Management
Yes, Parametric will provide a transition analysis that evaluates the current positions at the tax lot level and will transition pre-existing holdings as tax-efficiently and with as low of turnover as possible. Portfolios will be transitioned within 2 business days.
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Back to top ] 4. How do I transfer an existing account from another broker?

Odom and Frey - Futures and Options | Frequently Asked Quest...
Transferring an account is a simple process. You need to fill out the account application and the transfer form, and then fax both documents to (763) 374-7283. When faxing forms to us, be sure to initial every page. The process takes about 4 business days. There is no charge for transferring your open positions from your old firm to Odom & Frey; we do not make you pay twice for the same thing. You will be able to trade your account during the transfer process.
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Can I Transfer My Existing Trading Account to NEWFAIR FUTURES TRADING?

Newfair FAQs
Yes you may. Our account forms contain a Transfer Authorization form to be completed and signed if you would like us to have your current trading account transferred to NEWFAIR FUTURES TRADING. Simply complete our transfer form and submit it along with your new account application. Once your application and Transfer Authorization are received, we will contact your current futures broker to have all current open positions and cash balances transferred to us.
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How do I transfer existing nominee holdings with another broker into my Goodbody Online account?

Goodbody Stockbrokers - Help Central - Goodbody Online Help ...
To transfer a nominee holding from another broker, you will need to instruct your broker in writing to transfer your nominee holding to Goodbody Online. You will need to send a copy of this instruction to Goodbody Online. To transfer stocks from an existing Goodbody account to a Goodbody Online account, please instruct your Goodbody portfolio manager to action this process.
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Can I ask discount-hosting.com to transfer my existing domain name on my account ?

FAQ - http://www.discount-hosting.com/
No. You must have your DNS fixed on ns1.discount-hosting.com & ns2.discount-hosting.com & ns3.slconseil.com yourself. We will never proceed transfers for you. If your domain name account or your registrar do not support this procedure, you are unable to use discount-hosting.com.
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