Transfer TD Ameritrade Stocks to Tradestation

Transfer Tradestation to TD Ameritrade OR Vice Versa in 2022


Instructions on how to move TD Ameritrade stocks to Tradestation or vice versa: ETFs, IRA, brokerage assets, and money in 2022. How much is a transfer fee and how long does it take.


Guide to Transfer Brokerage Accounts Between Tradestation and TD Ameritrade


If you have a TradeStation account and want to transfer it to TD Ameritrade, or if you have a TD Ameritrade account and want to give TradeStation a try, this article will show you how to make the switch.


How to Move from TradeStation to TD Ameritrade


Moving a TradeStation account to TD Ameritrade is easier than you think. All you need to do is use the Automated Customer Account Transfer Service (ACATS). This will speed things up quite a bit and make everything as simple as possible. It will not eliminate fees, however. More on that later.

The ACATS electronic network doesn’t actually move an account from one brokerage firm to another. Rather, it takes assets from one account and puts them into another. So you need two accounts, and that requires opening a TD Ameritrade account if you don’t have one open yet. The two accounts should be of the same type (for example, both are traditional IRAs) and should have the same name on them.

Once you have your TD Ameritrade account open, it’s time to prepare your TradeStation account for the upcoming transfer. You can’t just start an ACATS transfer without prepping the outgoing account because some things simply can’t be moved, while other things can cause problems.

For example, if you’re going to do a full transfer, you need to close out open orders and allow all trades to settle. You may also want to eliminate margin balances. Although TD Ameritrade might accept a margin debit, this would only be possible if your TD Ameritrade meets all margin requirements with the margin balance.

Choosing a partial transfer can help to eliminate some of these problems, although margin balances could still be a problem at TradeStation if you attempt to transfer securities that are serving as collateral on a margin balance.

Cryptocurrencies and futures contracts can never be transferred through the ACATS system, so you’ll either need to do a partial transfer and not specify them or do a full transfer and close out positions beforehand.

If you have option spreads in your TradeStation account, you’ll want to be sure your TD Ameritrade account is margin enabled before sending them over. Also, if any contracts expire in less than 2 weeks, that could be a problem. It’s best to wait until they expire or close out the positions before starting a transfer. A transfer of any option positions at all will require options approval on the new TD Ameritrade account, of course.

When both accounts are fully ready, log into your TD Ameritrade account. This is where you’ll submit the ACATS transfer request. TradeStation does not need to be notified.


Transfer TradeStation stocks to TDA


TD Ameritrade’s transfer form will be found on the old website (invest.ameritrade.com), the new website (secure.tdameritrade.com), and the mobile app. On the mobile app, tap on the More icon, then Transfer funds, then Account transfer. Specify TradeStation as the outgoing broker and supply the requested details, such as TradeStation account number. It’s that easy.


Open TD Ameritrade Account


$0 commissions + transfer fee reimbursement.

Open TD Ameritrade Account


How to Move from TD Ameritrade to TradeStation


The same rules will apply going in the other direction, especially in this case because both firms offer trading in a lot of the same asset classes (currencies being the lone exception).

First up is opening a TradeStation account. This process begins on the TradeStation home page. The journey is a little different at TradeStation compared to TD Ameritrade. For example, you will be assigned a representative at TradeStation who will finish the account opening procedure.

Once you have your TradeStation account open, go through the same procedures described above, getting your TD Ameritrade account prepped and ready to go. This is especially important if you plan on doing a full account transfer.

With both accounts set up and ready to go, it’s time to pull the trigger. Once again, this will be a slightly different experience at TradeStation. The brokerage firm does not have a simple online transfer form like TD Ameritrade. Instead, you’ll need to fill out a hard-copy transfer request and email it to TradeStation (the appropriate address is ClientServices@tradestation.com). The brokerage house does require an account statement from the outgoing firm, so be sure to attach one in your email.


Transfer Ameritrade stocks to tradestation


If you need any help at any point in this process, give TradeStation a call at (800) 822-0512 or click on Transfer Account underneath the TRANSFER FUNDS tab on the broker’s website.


Open TradeStation Account


$150 cash bonus when you transfer funds into TradeStation.

Open Tradestation Account


Cost of Transferring


TradeStation charges $125 for an outgoing account transfer. If it’s an IRA, there’s also a $50 termination fee. TD Ameritrade will reimburse the transfer fee (up to a $100 maximum) but not the termination fee. Save your final statement that shows the transfer fee, submit it to TD Ameritrade and request a refund. You should see the credit in your TD Ameritrade account within a few business days.

TD Ameritrade charges $75 for a full outgoing transfer. Although TradeStation does not have a transfer fee reimbursement program, it does currently have a special that offers cash bonuses for transferred funds. The lowest prize is $50 (for a $5,000 transfer), while the largest bonus is $5,000 (for a transferred account valued at $5 million). Use promo code CASHAFRV when opening your new TradeStation account.


How Long Does a Transfer Take?


Expect an ACATS transfer to take anywhere from 6 to 9 business days. This could vary based on a variety of factors, but is likely not to be any shorter. Expect a timeframe of more than 9 business days if there are any mistakes or complicated issues in your transfer.


Open TD Ameritrade Account



Open TD Ameritrade Account



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 Brokerage-Review.com, Chad can usually be found managing his portfolio or building a new home computer.