Can I transfer stocks from a stock plan account or ESPP to Firstrade?
Yes. To transfer securities from a stock plan account to Firstrade, you would have to request a DTC transfer at the delivering firm. Please provide the below information to the delivering firm when initiating the transfer.
Receiving firm name: Apex Clearing Corporation
DTC No.: 0158
Receiving account number: Your 8 digits Firstrade account number
Receiving account name: Client’s full name
Firstrade contact email address: firstname.lastname@example.org