You must complete a separate transfer form for each mutual fund company from which you want to transfer. List the fund name and mutual fund account number to be transferred. These funds must be liquidated before requesting a transfer. This typically applies to proprietary and money market funds. Some mutual funds cannot be held at all brokerage firms. Instead, please complete either the TOTAL Transfer Section or PARTIAL Transfer Section of the form. When transferring a mutual fund held in a brokerage account, you do not need to complete this section. To do a PARTIAL transfer, you must list specific assets and quantities in the spaces provided on the transfer form. Indicate which type of transfer you are requesting.īrokerage account: indicate whether your transfer is to be TOTAL or PARTIAL by checking the appropriate box. Be sure to provide us with all the requested information. Refer to your most recent statement of the account to be transferred. You must complete the Social Security Number or Tax ID Number section(s) because your transfer cannot be processed without this information. If you do not already know the number of the TD Ameritrade account into which you are transferring, leave the account number section blank. Write the name(s)/title of the account as it appears on your TD Ameritrade account. Information about your TD Ameritrade Account
Guidelines and What to Expect When Transferringīe sure to read through all this information before you begin completing the form. To transfer to an existing TD Ameritrade account, print the Account Transfer Form and follow the instructions below: Open your new account online and follow the step-by-step tutorial. Account Types & Investment Products Overview.Contribution and Eligibility Calculator.Investment Management Services Overview.