Investing Simple Logo
Get 1 Free Stock Worth Up To $200 From Robinhood!
Sign up with Robinhood, deposit any amount and get 1 Free Stock. It takes less than 3 minutes to sign up and claim your Free Stock Bonus.
Earn 5.00% APY with M1 High-Yield Savings Account
M1 Plus members can earn 5.00% APY on their deposits with no minimum balance required.
Webull free stock promotion
Get Up To 5 Free Stocks From Webull
Open a new Webull brokerage account today and deposit any amount of money to receive 5 free stocks. Webull offers commission free stock, ETF, option and crypto trading.
Written by Taylor Danielle on October 21, 2023
FTC Disclosure: Some of the links on this site are affiliate links. Read our full disclaimer here.

How To Transfer From TD Ameritrade To E*TRADE 2023

Moving your investments from one financial institution to another can be a big decision.

Transferring your brokerage account from TD Ameritrade to E*TRADE is a straightforward process.

In this article, we will guide you through the steps to make the transition, ensuring a smooth and hassle-free account transfer.

Transferring an Account

E*TRADE offers a user-friendly "Transfer an Account" feature through their online platform.

E*TRADE Account Transfer

This method is the quickest and most convenient way to initiate the transfer.

Best Free Stock Promotions

Robinhood Logo1 Free Fractional Share Worth $5 To $200Claim Bonus
Webull LogoEarn Up To 70 Free Fractional SharesClaim Bonus
Moomoo Logo5 Free Stocks When You Deposit $100+Claim Bonus
Acorns Logo$20 Bonus When You Invest $5+Claim Bonus

Gather Required Information

You will need certain information from your monthly statement provided by TD Ameritrade.

Be sure to have the following details on hand:

  • The name of the delivering financial institution (TD Ameritrade)
  • Your account number at TD Ameritrade

Step-by-Step Guide to Transferring from TD Ameritrade to E*TRADE

Here's how to initiate the transfer.

1. Log In to Your E*TRADE Account

Begin by logging into your E*TRADE account. If you don't have one, you'll need to create one first.

2. Access the "Transfer an Account" Feature

Once you're logged in, navigate to the "Transfer an Account" feature within your E*TRADE account.

This tool is designed to guide you through the transfer process step by step.

3. Provide Necessary Information

Enter the information you collected from your TD Ameritrade monthly statement, including the delivering financial institution's name, your TD Ameritrade account number, and potentially more.

4. Review and Confirm

E*TRADE will guide you through the required forms and agreements.

Carefully review the provided information and make sure it's accurate before proceeding.

5. Initiate the Transfer

After confirming the transfer details, E*TRADE will initiate the process.

Your assets will start moving from TD Ameritrade to your new E*TRADE account.

Alternative Method: Paper Account Transfer Form

If you prefer a non-digital approach or if you are changing the account registration during the transfer, E*TRADE also provides a paper Account Transfer Form.

You can download and print this form from their website.

Complete the form, including all the necessary information, and mail it to the address provided by E*TRADE.

Understanding Transfer Fees

It's essential to be aware of the costs associated with transferring your account.

TD Ameritrade charges a $75 fee for outgoing account transfers. However, there is no fee to make partial transfers out of your account.

Keep this in mind when planning your transfer, as the fee will be deducted from your TD Ameritrade account.

Article written by Taylor Danielle

Read more

Power Your Investing

Choosing the right product and service is essential for your investing. Here are some of the tools and services to help your portfolio grow.
Robinhood provides an easy-to-use free trading platform for beginner investors. Robinhood has $0 account minimums. Get a free stock when you open an account below.
Try Robinhood
M1 Finance
M1 Finance offers a free investing platform where users can build portfolios of stocks and ETFs. Users can also choose from a variety of pre-built portfolios offered for free.
Try M1 Finance
Passively invest in private real estate deals with as little as $10. Fundrise allows you to own residential and commercial real estate across the U.S. starting at a 1% annual fee.
Try Fundrise
Copyright © 2018 – 2023 Investing Simple LLC. All Rights Reserved.
Investing Simple is a financial publisher that does not offer any personal financial advice or advocate the purchase or sale of any security or investment for any specific individual. Members should be aware that investment markets have inherent risks, and past performance does not assure future results. Investing Simple has advertising relationships with some of the offers listed on this website. The information on Investing Simple could be different from what you find when visiting a third-party website. All products are presented without warranty. For more information, please read our full disclaimer.
Website managed by Stallion Cognitive™

Get 1 Free Stock Worth Up To $200 From Robinhood!

Don't Miss This Opportunity!

Investing Simple readers can claim a free stock from Robinhood worth up to $200 when they open a brokerage account and deposit any amount.

For US Residents only. Investing Simple is affiliated with Robinhood, and we may earn a commission when you sign up for Robinhood.

linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram