Barron's 4.5 Stars 2014 Open an Account Button Contact Us Login Log In Log into

Fund Transfers

Position Transfers

Transaction History

Settlement Instructions

FAQs


Deposits    Withdrawals     Internal Funds Transfers

 

 

Transfer funds between accounts with identical name, type and Tax ID:

To make an internal fund transfer, complete an Internal Funds Transfer request on the Fund Transfers page in Account Management. Please Note: funds that are on hold (for example, a Wire deposit has a three-day hold period) cannot be internally transferred.

 

How to Transfer funds between accounts:

Description

The Account Name, Account Type and Tax ID must match to transfer funds between accounts. Please complete an internal funds transfer request on the Fund Transfers page in Account Management.

Time to Arrive

Requests submitted during regular trading hours will transfer immediately. Requests submitted outside of regular trading hours will be processed the next business day.

 

 

 

For more information on funding your account, please click here.

 

s5box


Learn more about retirement planning by visiting some of the links below:

Roth IRA

SEP IRA

SIMPLE IRA

Traditional IRA

Qualified Plans

Rollover IRAs

Find out how Place Trade can help you get the most out of your college planning by visiting some of the links below:


Coverdell ESA

529 College Savings Plans

UGMA/UTMA Accounts