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Account Transfer



When you switch to Investrade from another broker



*Account Transfer Fee Rebate Offer:

Investrade will rebate the account transfer fee (ACATS only) up to $100 charged by another brokerage firm when completing a Full Account Transfer for $2500 or more (excluding mutual funds & fixed income products). The rebate will be based solely on the actual transfer fee charged by the firm you are transferring from.  

To receive transfer rebate, please submit (email, fax or mail) a copy of your most recent statement from your previous broker with evidence of the transfer charge. Submissions must be received within 60 days of transfer date. Credit will be deposited to your account within 30 days of receipt of evidence of charge.  

You can submit your statement by one of the following methods:  

Fax: 1-877-367-8466

Mailing Address:  
Investrade Transfer Department  
950 Milwaukee Ave., Ste. 102 
Glenview, IL 60025 

This rebate offer applies to all types of full accounts transferred to and accepted by Investrade via the ACAT process, except for IRAs and retirement accounts. 

The account must remain open for 12 months with the minimum funding or assets required for participating in the offer. If your account assets fall below $2,500 due to withdrawals or outgoing transfers, Investrade may reverse the transfer rebate at the time of withdrawal. These terms are effective starting 8/13/2020. 

Investrade reserves the right at its sole discretion to terminate this offer without prior notice. This is not an offer or solicitation in any jurisdiction where Investrade is not authorized to conduct securities transactions.

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