Vanguard and E*TRADE are two of the most well known brokerage platforms available to today's investors.
If you're considering transferring your investment accounts from Vanguard to E*TRADE, you're in luck!
In this article, we'll guide you through the steps to initiate the transfer.
Check out my video on how to transfer your brokerage account below, let's dive in!
Before initiating the transfer, be aware of the fees involved.
Thankfully, Vanguard doesn't charge any fees for ACATS transfers.
E*TRADE doesn't charge anything on the receiving side either.
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.
Introducing Robinhood Retirement; home of the biggest IRA match on the market.
Here's what you need to know:
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.
To initiate the transfer, you'll need to provide your Vanguard account number.
You can find this number on your Vanguard account statements or within your Vanguard account dashboard.
Here's how to find your Vanguard account number:
The next step is to open an E*TRADE account if you don’t already have one.
Then, log on with your user ID and password.
There’s a simple Transfer An Account Feature for the quickest way. It will guide you step-by-step through the process and ask you for your Vanguard account number.