Ted: To transfer securities to another brokerage firm, you need to make your request with the receiving firm. Before making your request, please call a Client Services representative at 800-669-3900. We will review your account and determine if there are any additional steps you need to take. Chat Live with a Person
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You: Are there account transfer fees?
Ted: Internal transfers are free. Incoming transfers to TD Ameritrade are free, however the delivering firm may impose a fee before the transfer is completed. There's no fee for a partial outbound account transfer and a $75 fee for a full outbound account transfer. To see if we can rebate a fee that you incurred on a transfer from another brokerage into your account held here, please call a Client Services representative at 800-669-3900.
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Ted: To transfer securities to another brokerage firm, you need to make your request with the receiving firm. Before making your request, please call a Client Services representative at 800-669-3900. We will review your account and determine if there are any additional steps you need to take. Chat Live with a Person
Related help:
Are there account transfer fees?
Contact us
Was this helpful?Yes | No
Ted: To transfer securities to another brokerage firm, you need to make your request with the receiving firm. Before making your request, please call a Client Services representative at 800-669-3900. We will review your account and determine if there are any additional steps you need to take. Chat Live with a Person
Related help:
Are there account transfer fees?
Contact us
Was this helpful?Yes | No
Ted: To transfer securities to another brokerage firm, you need to make your request with the receiving firm. Before making your request, please call a Client Services representative at 800-669-3900. We will review your account and determine if there are any additional steps you need to take. Chat Live with a Person
Related help:
Are there account transfer fees?
Contact us
Was this helpful?Yes | No
Ted: To transfer securities to another brokerage firm, you need to make your request with the receiving firm. Before making your request, please call a Client Services representative at 800-669-3900. We will review your account and determine if there are any additional steps you need to take. Chat Live with a Person
Related help:
Are there account transfer fees?
Contact us
Your current expected wait time is approximately less than a minute... Connected.
Myrissa R has joined the conversation
Myrissa R: Hello, how may I assist you today?
You: Transfer out
You: Transfer an account out of TD Ameritrade
You: How to charge
Myrissa R: I'd be happy to help! We'd certainly hate to see you leave but we do respect your decision. If there is anything we could improve or do differently, please let us know! Since you will be transferring out of TDA, the transfer will have to be initiated at the receiving firm.
You: Do I need to contact the receiving company，first?
Myrissa R: Yes, the transfer will have to be initiated by them.
You: Is there a detailed description of the steps, processes and costs
Myrissa R: The receiving firm will provide you with the steps for the transfer. There will be a $75 fee charged to your account for the transfer.
You: $75 in total?
Myrissa R: Correct.
You: Transfer out all stocks and funds
You: Transfer out all stocks and funds ，$75 in total？
Myrissa R: Correct, the transfer fee is $75
You: ths
You: I just contacted the receiving company and he said that he needs to contact you first
Myrissa R: The transfer request has to be initiated at the firm that will be receiving your account. You will want to ask the for their external transfer documents.
You: ok
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