How do I transfer my DriveWealth account to another broker?

If you would like to transfer your DriveWealth account to another brokerage firm, please follow the specific instructions provided to you by the receiving broker who will then initiate the account transfer with DriveWealth.

Note: Please provide the receiving broker with your full 17-digit DriveWealth Account # which could be found on the upper left-hand side of your monthly DriveWealth Account Statement. Additionally, fractional shares would need to be liquidated prior to a full account transfer as they cannot be transferred. You can provide our DTC Participant Number 3856 to help the process.

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