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

This form is to be used by customers to transfer securities and/or funds from one DriveWealth account to another DriveWealth account.

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

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

Internal Transfer Form (English)
Internal Transfer Form (Spanish)
Internal Transfer Form (Chinese)

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