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How can I transfer my securities account to another securities account?

We’re sorry to hear that you want to transfer your securities account to another securities account. If there’s anything else we can do to make you stay, please let us know before you leave. We’d like to better understand why you’ve made this decision.

If you’d like to transfer your securities account to another custodian, let them know and they'll provide you with a securities account transfer form for this purpose. Please complete and sign this form by hand. You can then send it as a scan using our contact form above.

Please note that transfers of fractional securities are currently not supported.

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Investing in the stock markets carries risk: the value of investments can go up as well as down and you may receive back less than your original investment. Individual investors should make their own decisions or seek independent advice.
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