Transfer Etrade Account to Fidelity

How to Move Etrade Account to Charles Schwab, TD Ameritrade, Fidelity & Others (2023)

How to transfer Etrade account/IRA/stocks/assets/money to Fidelity, Vanguard, or JP Morgan Chase.

How to Transfer an E*Trade Account to Another Broker

Investors at E*Trade who want to transfer to a different brokerage firm have several good choices. In particular, Fidelity, Schwab, TD Ameritrade, and JP Morgan Chase are all popular candidates. Here is a step-by-step guide on how to make the transfer to each broker.

The E*Trade Side

Paperwork for an account transfer is handled by the incoming broker.

A fee might be charged by the outgoing broker. E*Trade does charge $75 for a full account transfer and $25 for a transmission of only some securities. If an account has a remaining balance of at least $5,000 after the partial transfer, the $25 fee is waived.

How to Move an E*Trade Account to JP Morgan Chase

The best priced company in this article, JP Morgan Chase, offers an incentive for you to transfer your brokerage account to them. You start by clicking on their promotion link, and at some point of account opening process you will be able to specify that a new account should be funded by account transfer, also called ACAT, from another brokerage – E*Trade.

An E*Trade statement must also be submitted. The request should be finished in about 2 weeks.

Take a look at the detailed JP Morgan Chase Review »

JP Morgan Chase Promotion

Get up to $625 when you fund a J.P. Morgan Self-Directed Investing account.

Open Chase Account

How to Move an E*Trade Account to TD Ameritrade

TD Ameritrade's site has an online form for account transfer. It is under the 'My Account' menu in the deposits section.

Transfer Etrade Stocks to TD Ameritrade

A phone number is shown in the right-hand column of the browsing window. An automated Q&A system called Ask Ted can answer queries about submitting an account transfer request. The website also has a limited FAQ that addresses some issues concerning full and partial transfers.

TD Ameritrade does require a recent E*Trade statement to be sent along with the transfer request.

The firm does take around one week to do a full transfer. A partial transfer can take up to a month to finish.

TD Ameritrade will also refund you an ACAT fee charged by E*Trade (use promo link below).

Take a look at the detailed TD Ameritrade Review »

Open TD Ameritrade Account

$0 commissions + transfer fee reimbursement.

Open TD Ameritrade Account

How to Move an E*Trade Account to Schwab

Schwab's website has an easy-to-use transfer form, too. You first need to type in the old broker's name first, which is E*Trade in this situation. E*Trade's name is displayed underneath the search field, so you can just click on it rather than type it in.

How to Transfer a Etrade Account to Charles Schwab

After selecting the broker, it's time to choose the type of account to be moved. It could be a retirement account, a trust, or a joint brokerage account, to name a few examples.

Next, enter the E*Trade account number. You must also specify whether you want to do a full or partial transfer.

The final task is to choose the Schwab account you want to transfer into.

The broker's website states the whole process could take 6 weeks or longer to complete.

Take a look at the detailed Charles Schwab Review »

How to Transfer an E*Trade Account to Fidelity

Fidelity customers can use an online application to speed up the transfer process. Account information needs to be entered on the form. These data include account number, the outgoing broker, and account type.

How to Transfer E*Trade Account to Fidelity

The Fidelity website states that it takes about a week to process the application.

The broker provides a useful FAQ that answers typical transfer questions. These include such issues as transferring a joint account to an individual, or if the outgoing account has a different name than the one on the Fidelity account.

The firm's website has a transfer tracker that displays the progress of the application.

The broker also provides a pdf transfer form for clients who prefer to snail mail the request in.

In both methods, an E*Trade statement must be submitted along with the application.

Take a look at the detailed Fidelity Review »

How to Transfer E*Trade Account to Vanguard

Investors going to Vanguard will also find a helpful on-line form to make the move painless. After logging into the Vanguard site, type in 'Transfer Account' in the search field. The results will display the start of the form.

Move E*Trade Account to Vanguard

You'll need to input the standard information, starting with the name of the sending broker. The Vanguard form also asks for the approximate value of the E*Trade account to be transferred.

If you're doing a partial transfer, the form will ask what specific securities you want to transfer.

There's an option to save the form, which can be completed at a later time.

Vanguard provides a phone number in the upper right-hand portion of the screen in case you have any questions during the process. There are also some helpful questions displayed at the bottom of the screen.

Take a look at the detailed Vanguard Review »

Transferring E*Trade Account to Another Broker Recap

Moving assets from E*Trade to a new firm is quite simple, although choosing a broker that doesn't have an online request system might make the process a little more cumbersome. And remember that it can cost up to $75 to transfer assets out of E*Trade.

About the Author
Chad Morris is a financial writer with more than 20 years experience as both an English teacher and an avid trader. When he isn’t writing expert content for, Chad can usually be found managing his portfolio or building a new home computer.