How To Transfer From TD Ameritrade To Vanguard 2023

Transferring your investment accounts from one brokerage to another can be a strategic move.

If you're considering moving from TD Ameritrade to Vanguard, this article will guide you through the process, ensuring a smooth transition of your assets.

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1. Identify Accounts for Transfer

Before initiating the transfer process, identify the accounts you want to move.

Whether it's an individual account to another individual account or a transfer between retirement accounts, make sure you are aware of the account type.

2. Gather Necessary Information

To kickstart the transfer, gather essential information about your accounts.

If you're new to Vanguard, you'll need to open an account as part of the transfer process.

Collect the following information:

• Username and password and account number from your TD Ameritrade account.
• The dollar amount you wish to transfer.
• The assets you want to transfer (some or all).
• For transfers that cannot be completed electronically, have a copy of your account statement dated within the last 90 days ready.

3. Initiate the Transfer

Vanguard has streamlined the transfer process to make it as efficient as possible.

Digital transfers typically take 5 to 7 days, and you can monitor the progress online through the "Track Your Transfer" link on your Account Details page.

For transfers requiring paperwork, follow these steps:

1. Print the Vanguard transfer form, available on their website.
2. Sign the form.
3. Mail the completed form along with an account statement from your TD Ameritrade account to Vanguard.

Conclusion

Transferring your investment accounts from TD Ameritrade to Vanguard is a straightforward process when following these steps.

By carefully planning and gathering the required information, you can ensure a seamless transition of your assets.