A Best Online Broker for Trading, Investing & Financial Planning Open an Account Button Contact Us Login Log In Log into

Fund Transfers

Position Transfers

Transaction History

Settlement Instructions


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:


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.


All investing involves risk, including the possible loss of principal and there can be no assurance that any investment strategy will be successful.