If you're looking to move your investments from Vanguard to Interactive Brokers, you've come to the right place.
In this article, we'll walk you through the steps to transfer your assets without the need to sell your stocks or ETFs and move to cash.
Vanguard doesn't charge fees for incoming or outgoing transfers.
However, it's essential to double-check the fee structure with both Vanguard and Interactive Brokers, as fees may change over time.
Check out my video on how to transfer your brokerage account below, let's dive in!
Interactive Brokers is a popular brokerage firm known for its advanced trading tools, a wide range of investment products, and competitive fees.
Whether you're an experienced trader or a novice investor, Interactive Brokers offers a platform with many options.
Learn more about Interactive Brokers here!
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Here's what you need to know:
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If you don't already have an Interactive Brokers account, the first step is to open one.
Visit the Interactive Brokers website and follow their account opening process, which typically includes providing personal information.
In the dropdown menu that appears under "Transfer & Pay," select "Transfer Positions."
This is the option you'll use to initiate the transfer of your assets from Vanguard.
In the next window, you'll see a list of popular brokers.
If you don't find Vanguard listed, use the drop-down menu to access more options.
To initiate the transfer, you'll need to provide your Vanguard account number.
You can find this number on your Vanguard account statements or within your Vanguard account dashboard.
Here's how to find your Vanguard account number:
