Market activity has led to longer than expected phone wait times. Visit our Top FAQs page for ways you can self-service.

Get in touch Call or visit a branch

Call us: 800-454-9272

175+ Branches Nationwide

FAQs: Transfers & Rollovers

Find answers that show you how easy it is to transfer your account

Change is never easy, unless you’re transferring your account at another firm to TD Ameritrade. In fact, it’s simple and hassle-free. Here, you’ll find straightforward answers about transferring your account from another firm.

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

How do I transfer assets from one TD Ameritrade account to another?

How do I transfer shares held by a transfer agent?

How do I complete the Account Transfer Form?

How long will my transfer take?

How much will it cost to transfer my account to TD Ameritrade?

Can I transfer an existing debit balance and/or options contracts to TD Ameritrade?

Get in touch Call or visit a branch

Call us: 800-454-9272

175+ Branches Nationwide

Check the background of TD Ameritrade on FINRA's BrokerCheck