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Written by Taylor Danielle on October 24, 2023
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How To Transfer From TradeStation To Fidelity 2023

Transferring your investments from one brokerage to another can be a significant step in your financial journey.

If you're considering moving from TradeStation to Fidelity, this article will guide you through the steps required to make the transition.

What is Fidelity?

Fidelity is a well known financial services company that provides a wide range of investment options, retirement accounts, and top-notch customer service.

Whether you want to transfer your entire investment account or just a portion of it, Fidelity allows you to move various types of assets.

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The Transfer Process

The process of transferring assets from TradeStation to Fidelity straightforward and efficient.

Here's a step-by-step guide.

1. Submit Your Transfer Request (5-7 minutes)

The first step is to submit your transfer request to Fidelity. This can be done conveniently online through Fidelity's platform.

During this process, you will need to provide key information, such as your account number and the assets you wish to transfer.

2. Fidelity Contacts Your Current Firm

Once your request is submitted, Fidelity will take care of the rest.

They will contact your current firm and request the transfer of your account assets.

3. Account Assets Transfer

After your current firm receives the transfer request, they will process it and send your account assets to Fidelity.

The timeline for this part of the process can vary, but it's typically completed within a few days.

4. Fidelity Deposits Your Assets

Once Fidelity receives the assets from your old brokerage, they will promptly deposit them into your selected Fidelity account. You will have access to your investments, and your transition to Fidelity will be complete.

In most cases, the entire transfer process can be handled online, saving you time and hassle.

Consider Transfer Costs

It's important to be aware that TradeStation charges a fee for outgoing account transfers (ACAT).

This fee is set at $125 for all outgoing transfers, regardless of whether you're transferring some or all of your positions.

Article written by Taylor Danielle

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