A. OKERAGE FIRM TRANSFER BR (Unless otherwise indicated, TD Ameritrade will transfer in Full) N ransferFull T —To transfer entire account, check here and skip to Section 4. N artial TransferP —List specific security and/or cash amount below. The rate is subject to annual and mid-year adjustments which may not be immediately known to TD Ameritrade; as a result, the fee assessed may differ from or exceed the actual amount of the fee applicable to your transaction. Any excess may be retained by TD Ameritrade. Fees are rounded to the nearest penny. The name(s)/title on the account being transferred must match the name(s)/title on the receiving TD Ameritrade account. After your transfer is complete, you can add or remove account owners on your TD Ameritrade account. You can also establish other TD Ameritrade accounts with different titles, and you can transfer money between those accounts. TD Ameritrade Secure Log-In for online stock trading and long term investing clients
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We would fill out all of the required TD Ameritrade brokerage forms as well as the IRA transfer form. The transfer form would include instructions asking TD to
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