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How do I transfer funds/securities from one DriveWealth account to another DriveWealth account?

Last Updated: Feb 10, 2016 03:56PM EST
This form is to be used by customers to transfer securities and/or funds from one DriveWealth account into another DriveWealth account.

Transfers made to beneficiaries other than the current account holder are considered third party. As a policy, DriveWealth will not make third party transfers.

The completed form should be submitted by email, support@drivewealth.com, or faxed to 973-998-5302.

CLICK HERE for Internal Transfer Form (English)
CLICK HERE for Internal Transfer Form (Spanish)
CLICK HERE for Internal Transfer Form (Chinese)

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  • Support Hours:
    Sunday 8:00 p.m (EST) to Friday 5 p.m (EST)

    Chinese Support Hours:
    Sunday 8:00 p.m (EST) to Friday 5 p.m (EST)

    U.S. Market Hours:
    Monday through Friday 9:30 a.m to 4:00 p.m EST.

    No after hours trading for Live Investing Accounts.

    Call Us @ 1.800.461.2680(USA/Canada) 1.973.559.6750(International) 400.120.3072 (China) 1.800.120.9226 (India) 1.973.998.5302(Fax)

    Please send all Trading Inquiries to support@drivewealth.com

    97 Main Street, Second Floor, Chatham, NJ 07928

support@drivewealth.com
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