Many investors transfer their accounts from one brokerage firm to another without a hitch.
If your transfer goes smoothly, count on the whole process taking two to three weeks. But this time frame may vary depending upon such factors as the assets involved, the types of accounts, and the institutions between which the transfer occurs. This document walks you through the transfer process and provides tips on how to avoid problems. Use the Right Form Use the correct form to ensure your transfer goes smoothly. To get the right form, call the new firm where you want to transfer your account or visit its Web site.