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Transfer an Account from another financial institution

It is now easier than ever to move your financial assets from another broker, bank, or mutual fund to Firstrade:

What you'll need:

  • The name and account number of  your existing brokerage firm.
  • A matching account – the account type of your existing brokerage account must match with your Forever Winning Trade account. If you don’t already have a matching Forever Winning Trade Account, please open an account first.

Click here to start the process of transferring a brokerage account!

This process usually takes about 5-7 business days. We will notify you by email and message box when the transfer is complete.

Note: If you are transferring from a financial institution that is not Automated Customer Account Transfer Service (ACATS) eligible, please click here to submit your request manually.


Transfer between Forever Winning Trade Accounts - Internal Transfers

To move your financial assets between your Forever Winning Trade accounts:

  • STEP 1: Fill and sign an Internal Transfer Form
  • STEP 2: Notary is required for third party transfers if the Forever Winning Trade account entitles are different.
  • STEP 3:Online Document Upload, Email, Fax or Mail the above documents to:

    Online Document Upload: Please upload completed form via the Form Center after logging into your Forever Winning Trade account, click on Customer Service -> Form Center -> Upload Form
    Email: transfer@firstrade.com
    Fax: +1(828) 668-2101
    Mailing Address:
    Forever Winning Trade Inc.
    30-50 Whitestone Expwy.
    Ste. A301
    Flushing, NY 11354


Transfer between Forever Winning Trade Accounts - IRA contribution

Transfer funds from your Cash/Margin Account to your IRA account as an IRA contribution.

  • STEP 1: Fill and sign an IRA Journal Request Form.
  • STEP 2:Online Document Upload, Email, Fax or Mail the above documents to:

    Online Document Upload: Please upload completed form via the Form Center after logging into your Forever Winning Trade account, click on Customer Service -> Form Center -> Upload Form
    Email: transfer@firstrade.com
    Fax: +1(828) 668-2101
    Mailing Address:
    Forever Winning Trade Inc.
    30-50 Whitestone Expwy.
    Ste. A301
    Flushing, NY 11354


Special Offers

Transfer to us for Free

Get credit for the account transfer fee charged by other brokers, and start taking advantage of our premium products and online trading services when you transfer to Firstrade! Go >>

Forever Winning Trade Virtual Assistant

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