You should be able to transfer your account via an in-kind transfer, known in the industry as an ACATS transfer (Automated Customer Account Transfer System). No need for any long goodbyes and apologies to your current broker (unless you want to); all you need to do is open an account at a new broker and follow the new broker’s instructions to transfer. Brokers are happy to welcome new assets, so they do everything they legally can to make it as simple as possible. Pro tip: Before you initiate a transfer, check to see what fees might be charged. It’s common for brokers to charge fees for transferring accounts out; less so for brokers to charge for transferring accounts in.