How do I transfer my DriveWealth account to another broker?

There are a few steps that need to be taken if you are looking 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 return the attached transfer form to DriveWealth. The form will serve as a Letter of Authorization, which may be requested by the receiving broker as well as a part of the transfer of securities. The information provided for the account must match your DriveWealth account information on file. Once we receive your completed form, we will then initiate the transfer.

External Transfer Form (English)
External Transfer Form (Spanish)
External Transfer Form (Chinese)

Full Account Transfer
If you want to transfer your entire DriveWealth account to another brokerage firm, you would have to 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.

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