How To Transfer From E*TRADE To Webull 2024

Webull is a newer commission free stock trading app offering a sleek user interface.

E*TRADE is one of the most well known brokerage platforms.

Here are instructions on how to transfer your assets from E*TRADE to Webull, step by step.

Webull utilizes ACATS for security transfers, ensuring a secure and automated process.

Only listed U.S. stocks, ADRs, options, and ETFs are accepted for transfer to Webull.

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

Learn More: Robinhood Retirement 3% Match

Robinhood is a popular "all-in-one" investing app.

While they are most well-known for their commission free stock trading, they've recently shaken up the Retirement Investing World too.

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• Robinhood offers 2 types of retirement accounts - the Roth IRA and Traditional IRA
• All Robinhood investors will get a 1% Match on what they Contribute or Transfer
• Robinhood Gold members will get a 3% Match - the biggest on the market

And don't worry, this comes with a Portfolio Builder Tool. You don't have to construct your investment portfolio from scratch if you don't want to.

Lastly, you'll even get a free stock worth up to $200 when you open a new Robinhood account using our link.

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1. Open A New Webull Account

If you already have a Webull account, then you can skip this step.

Use our Webull download button below to get free stocks!

The whole process can be completed in just a few minutes from your phone. Once you complete the application, your new account will be ready immediately.

Webull supports various account types, including individual cash accounts, individual margin accounts, traditional IRAs, Roth IRAs, and Rollover IRAs.

New to Webull? Check out my full tutorial below!

2. Gather Your E*TRADE Account Information

In order to transfer your E*TRADE account to Webull, you will need to locate your E*TRADE account number.

You can follow the steps below to find your account number:

1. Log in to your E*TRADE account
2. In the main menu, under “Accounts” — click “Complete View”
3. The last 4 digits of your account number is available next to the account name on the following screen. Click “Show Number” to reveal the full 8-digit account number

With the account number in hand, you are all set to initiate the transfer.

3. Initiate Transfer From E*TRADE To Webull

In order for the transfer to go smoothly, make sure your name and type of account on E*TRADE is identical to the new Webull account’s name and type.

The transfer may be delayed if your E*TRADE account name or type differs from your new Webull account type.

To initiate the transfer, follow these steps in the Webull app:

1. Login to your account in the Webull App
2. Tap the Webull Icon in the middle of the bottom navigation menu
3. Across the top, you will see a menu of options starting with "Assets" - Choose the "Transfers" option
4. Tap on "Transfer Stocks into Webull"
5. Choose the broker to transfer from (E*TRADE in this case)
6. Tap "Continue"
7. Type in your E*TRADE account number that you found earlier on
8. Choose either Full Transfer or Partial Transfer
9. Tap "Submit Stock Transfer Request" to finalize the transfer

This transfer can take a few business days to complete. As long as the account type and name match, then the transfer should have no problems.

While Webull doesn't charge fees for incoming ACAT transfers, your delivering brokerage may impose a fee.

Webull does not support transfers below $500 in total value due to the high cost, offering an alternative option for cost-free transfers.