How To Transfer From E*TRADE To Vanguard 2024

If you're considering transferring your assets from E*TRADE to Vanguard, the process is relatively straightforward.

This article will guide you through the necessary steps to ensure a smooth transfer, whether you're moving individual accounts or transitioning between different account types.

Check out my video on how to transfer your brokerage account below, let's dive in!

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1. Open A Vanguard Account

You can open a new Vanguard account during the transfer process, or you can go ahead and open it beforehand.

2. Identify Which Accounts to Transfer

Before initiating the transfer, identify the accounts you want to move.

Whether it's an individual account to another individual account or not, make sure to understand the account types involved.

Note that transferring between unlike account types may require additional paperwork, such as an IRA Rollover.

3. Gather Info

To initiate the transfer, gather essential information such as your username, password, or account number from E*TRADE.

The easiest method is the electronic transfer, which simply requires you to log in to your E*TRADE account.

If an electronic transfer is not possible, submit a copy of your E*TRADE account statement dated within the last 90 days.

4. Initiate The Transfer

Electronic transfers can be completed in as little as 5 to 7 days.

You can monitor the progress of your transfer online through the "Track Your Transfer" link on your Vanguard Account Details page.

In case paperwork is necessary, the transfer may take longer.

To initiate a paperwork transfer:

1. Print, sign, and mail the Vanguard transfer form.
2. Include an account statement from your E*TRADE account.

After you initiate the transfer, Vanguard will reach out to E*TRADE and provide them with the necessary information.

E*TRADE will confirm the information provided by Vanguard before transferring your assets. This step ensures accuracy and security.

Once the information is confirmed, your assets will be transferred to Vanguard. Throughout this process, Vanguard will keep you informed about the progress of your transfer.

Conclusion

Transferring from E*TRADE to Vanguard is a straightforward process, whether you choose an electronic transfer or a paperwork transfer.