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How do I transfer my DriveWealth account to another broker?

Last Updated: Sep 27, 2017 10:15AM EDT
There are a couple steps which need to be done if you are trying to transfer your funds/securities to another brokerage. Below you will find the steps to transfer your account (Partial and Full).
Partial Account Transfer
Please fill out and provide us (DriveWealth) with an External Transfer of Securities Form. The form will serve as a Letter of Authorization, which your Broker-Dealer may be requesting from you as a part of the transfer of securities. The information provided for the account below must match your DriveWealth account information on file. Once we receive your completed form, we will then initiate your transfer.
CLICK HERE for External Transfer of Securities Form (English)
CLICK HERE for External Transfer of Securities Form (Spanish)
CLICK HERE for External Transfer of Securities Form (Chinese)
Full Account Transfer
If you want to transfer your entire DriveWealth account to another brokerage, you will have to follow the broker’s specific transfer instructions. They will then have to initiate the account transfer with us (DriveWealth).

Whole shares only. DriveWealth cannot transfer fractional shares.

Note: Please instruct your brokerage to fill out the entire DriveWealth Account #. This account number could be found on the upper left hand side of your monthly DriveWealth Account Statement.


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