How do I transfer my existing IRA to Firstrade?

Transfer a Traditional or Roth IRA

You can transfer an existing IRA to Firstrade using our 1-Click Transfer tool.

If you're currently a Firstrade client, you can login to your account and initiate a transfer from the mobile app or website.

Rollover a 401(k)

Take a look at our guide for how to rollover a 401(k) to Firstrade.

IRA Transfer Form

If your brokerage firm does not participate in ACAT, you may download and complete a transfer form from our Form Center. The transfer form must be completed and returned to Firstrade along with a copy of your most recent statement from the firm you are transferring.

The transfer normally takes 10 to 15 business days to complete from the time we receive your completed transfer form.

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