![]() ![]() Promo: 1% IRA match and up to $200 in FREE stock with Robinhood. Promo: Get up to $4,000 cash bonus + $200 in ACAT rebate! Promo: $0 commissions + satisfaction guarantee at Charles Schwab. You should not do any trading in your Stash account during this time. The entire transfer process takes about a week or two to complete. If you have any questions while filling out the online form, E*Trade has a purple Live chat button at the bottom of the screen. Note well that the names on the two accounts and the account types must match exactly. You can elect to do either a partial transfer (only some positions come over) or a full transfer (all holdings are moved and your Stash account is closed). Just follow the prompts through the online form. This should easily be found on your most recent statement (which also has the Apex logo). Select Apex Clearing as the broker to transfer from and enter your Stash account number. You’ll need to do a search (using the search field) for Apex Clearing. ![]() You’ll see a new page with a list of brokers to transfer from. In this drop-down list, you’ll see about eight choices. Inside of your new E*Trade account, click on the Accounts tab in the top menu and then select Transfers in the sub-menu. Once you have this new account set up, you’ll fill out the necessaryĮlectronic paperwork inside your new account. One firm to another is now a quick and simple process. Thanks to the Automated Customer Account Transfer (ACAT) service, moving a brokerage account from We’re going to show you how to do that and how to go in the opposite direction. If you have grown tired of paying an account fee every month at Stash, you could move your account to E*Trade and enjoy zero monthly fee. Transferring a Brokerage Account From Stash to E*Trade (and from E*Trade to Stash) How much is a transfer fee and how long does it take. How to move Stash stocks to E*Trade or vice versa (ETFs, IRA, brokerage assets, and money). ![]() Transfer Stash Stocks to E*Trade OR E*Trade Account to Stash in 2023 ![]()
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